Once you’ve created an invoice in Tym, you can easily access and share the professional invoice document with your customers. Each invoice has a downloadable file you can send by email, print, or save for record-keeping.
Step-by-Step Guide
Go to Invoices
From the top navigation bar, click More.
From the dropdown menu, hover over Revenue, then select Invoices.
Locate the invoice
In the Invoices Table, find the invoice to be downloaded. The search bar or the date, status, and branch filters can be used to narrow down the list.Open the invoice
Click the three-dot icon at the left end of the invoice row, then select Open. The invoice opens in a new tab, showing its details alongside a preview of the invoice document.Download the invoice
At the top-right corner of the page, click Actions.
From the dropdown menu, select Download. The invoice document is downloaded to the device.
Share the Invoice with your Customer
Now that you have the invoice file, you can send it to your customer using your preferred method:
Email: Attach the downloaded invoice to an email and send it to your customer.
Print & Deliver: Print a physical copy of the invoice and send or hand it to the customer directly.
Messaging Platforms: Share the file via tools like WhatsApp, Slack, or other communication platforms if agreed upon with the customer.