Reply to an email

Every reply is sent from the business's connected mailbox, in the same thread, so the other person sees one conversation. An invoice is never required.

Reply

1. Open the conversation and choose Reply.
2. The reply goes to the person who wrote last. Tick Reply all to copy everyone else on that message.
3. Write your message. Your signature shows underneath exactly as it will be sent. Untick Include in this reply to leave it off this once.
4. Press Send. Sending approves that exact message and sends it.

Reply with an invoice

If the conversation has an invoice in progress, you can attach it, and remove it again.

1. In the invoice creator, choose Attach to reply (or Attach vN to reply).
2. The review is titled Reply with invoice and shows who receives it, the sending address, the attached version and the amount.
3. Tick I approve this exact reply. Any edit to the text or the invoice clears the tick.
4. Press Send.

See Invoices.

When Send is off

Send stays off, with a reason, when:

• there's no recipient;
• the attached invoice isn't the current version;
• the business's mailbox isn't connected;
• the sending address doesn't match the connected mailbox.

If sending fails, Sydbar says so and never retries on its own.

Sample conversations

A reply to a sample conversation goes to a controlled address, never to a real person.

Write a new email to a client's team

To start a new conversation with several people at a client, use Email the team on the client page. See Client team.