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How to share invoices through Legalxgen?

Watch this instructional video for guidance.

Alternatively, you can follow these steps:

  1. Sign in to your Legalxgen account.
  2. Navigate to Accounts >> Invoices.
  3. Find the invoice you want to send.
  4. On the far right of the invoice, you’ll find three horizontal lines (Actions). Click on them to reveal options, then select ‘Email’.
  5. In the Email Window, search and choose the recipient’s name.
  6. Compose your Subject line and message. Alternatively, you can utilize an existing template and click the ‘Send’ button.
  7. That’s all! Your invoice has been shared.

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