# Invoicing Options

[Notary Everyday](/readme.md) / [Escrow Officer](/title-and-escrow/entering-orders.md) / [<mark style="color:purple;">Invoicing Options</mark>](/title-and-escrow/invoicing-options.md)

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## Jump right in with this quick 2 minute tutorial: <a href="#jump-right-in-with-this-quick-2-minute-tutorial" id="jump-right-in-with-this-quick-2-minute-tutorial"></a>

{% embed url="<https://www.loom.com/share/a17bdb2fec39483ab09824040209f833?sid=e8d3574b-b829-44ee-8172-ff1b573498fe>" %}

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## Steps to Follow

### **1. Automated Email**

* When an order is marked **complete**, an invoice is **automatically emailed** to you.
* The email is sent from your signing service and typically includes:
  * **Subject:** *Invoice for \[File Number / Signer Name] from \[Signing Service]*
  * **Body:**

    > *Hi,*
    >
    > *Attached is the invoice for \[File Number / Signer Name] from \[Signing Service].*
    >
    > *Thanks for the order. Your business is much appreciated.*
    >
    > *Best regards,*
  * Signing service **contact details** at the bottom.Comment
  * A **PDF invoice attachment** for the order.

### **2. Manual Email Sendouts from the Signing Service**

* A signing service may choose to send an invoice **manually**.
* While the email format may vary, it generally includes:
  * **Subject:** *\[File Number / Signer Name] from \[Signing Service]*
  * **Body:**

    > *Attached is the invoice for \[File Number / Signer Name] from \[Signing Service].*
    >
    > *Thank you for the order. Your business is much appreciated.*
  * Signing service **contact details** at the bottom.
  * A **PDF invoice attachment** for the order.

### **3. Invoice Download (Manual)**

Escrow officers can quickly download invoices directly from the system by following these steps:

1. **Search for the Order**
   * Use the **search bar** (top-left of your dashboard) to find the order.
   * Search by **invoice number, signer name, order number**, or other relevant details.
2. **Access the Order Page**
   * Click on the order to open its **Order Page**.
3. **Download the Invoice**
   * In the **top-right corner**, click the **Invoice** button.
   * The invoice will **automatically download** as a PDF.

<figure><img src="/files/AG8ogldoWf5V6CCPCKzd" alt="" width="563"><figcaption></figcaption></figure>

{% file src="/files/YHuW8eOxgG2o50k5sSv0" %}

With these options, escrow officers and signing services have flexible and efficient ways to access invoices as needed.


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