a) To – Enter the recipient’s email address. You can add multiple recipients. This is where the email will be delivered.
b) Cc / Bcc – Add additional recipients for visibility or confidentiality.
c) Reply to – Choose which email address will receive replies from the recipient.
d) Subject – Add a clear and relevant subject line so the recipient understands the purpose of the email.
e) Message body – Write your email using the text editor. You can format text as needed.
Additional options
f) Actions toolbar – You can:
Attach files from your computer
Attach invoice-related documents or statements (these are automatically pulled when sending from an invoice)
Schedule the email to be sent later
Apply a Template
Add a Signature
Using email templates
When you select a template, it will automatically:
Populate the subject and message body
Insert key details such as:
Invoice number
Provider name
Participant’s first and last name
This helps reduce manual input and ensures consistency and accuracy across emails.
g) Send button – Once everything is complete, click Send to deliver the email.
Email tracking
When sending an email from an invoice, it will automatically be logged in the:
Invoice Audit Log
Participant Activity (Emails section)
Provider Activity (Emails section)
This applies when a participant and/or provider is selected on the invoice.
You may also check the Delivery Status. (For more information check the 'Email Email Delivery Status Guide' article)
Where you can send emails from
You can send emails from:
Invoice page
Notifications page
Participant profile
Provider profile