Loopit Documentation
Changelog
  • Getting Started
    • What is Loopit?
    • Key Concepts
    • Setting up Loopit
      • Logging into Loopit
      • Multiple vs Single Workspaces
      • Configure Your Workspace
        • Workspace Details
    • Quick Start Guide
    • Welcome to Loopit 2.0
      • Understanding Loopit's Pricing Structure
  • Assets
    • Overview
    • Categories
      • Managing Categories and Subcategories in Loopit
      • Understanding Categories and Subcategories
      • Managing Pricing Overrides in Loopit
    • Adding Your Fleet
      • Uploading Photos
    • Tracking
      • Meter Readings
      • Tracking devices
    • Fleet Management
      • Issues
      • Service reminders
      • Inspections
    • Price Overrides
      • Customizing Charge Pricing Across Packages, Categories, and Fleet
      • Package-level Prices
      • Category-level Override
      • Asset-level Override
      • Asset-level Ultimate Override
  • Bookings
    • Overview
    • Lifecycle of a Booking
      • Lead Management
      • Creating a Booking
      • Confirming a Booking
      • Activating a Booking
        • Before Activation
      • Editing a booking
        • Adjust the price
        • Schedule Booking Changes
      • Pausing a Booking
      • Ending a booking
      • Cancel a booking
    • Deposits
      • Collecting deposits
      • Refunding/Claiming deposits
    • Referral source tracking
    • Tracking booking owner/manager
    • Contracts
      • How to Append Terms & Conditions (T&Cs)
      • How to send signed copy of contract/agreement to customer?
      • Inserting Dynamic Variables in Contract Templates
  • Billing
    • Invoices
      • Overview
      • One-Time Charges & Invoicing
      • Tax Types & Rules
      • Downloading Invoices
      • Overdue Invoices
      • Statement of account
      • Emailing invoices
      • Ad Hoc Billing & Invoices
    • Payments
      • Overview
      • Stripe integration
        • AU Becs Direct debit
      • Payment retry - Dunning
      • Auto pay
    • Credit Notes
      • Overview
      • Create a credit note
      • Applying credit notes
      • Auto-apply credit notes
      • Refunding credit notes
    • Setting up your packages
      • Program Types
      • Packages
        • What are packages?
        • Creating a package
        • Charge types and models
        • Configuring delivery on packages
        • Charges per location
    • Add Ons
      • Mileage Billing
      • Claim Excess & Excess Reduction
    • Billing Items
  • Settings
    • Users
      • Roles & Permissions
      • Inviting & Assigning Users
      • Enabling & Disabling Users
    • Locations
      • Managing Locations
      • Invoice Customisation
      • Assigning Fleet Locations
      • Booking pickup date rules
    • Workflows
      • Overdue Invoice Reminder
    • Email templates
      • Merge Tags
      • Entity Types
      • Creating a Template
    • Contract templates
      • Creating a template
      • Assigning a Contract Template
    • Integrations
      • Xero
      • FrankieOne
      • Geotab
      • Telemax
      • Rentalmatics
      • Sumsub
      • Tessera MVR Search
      • Experian AU
      • Bonzah Insurance
    • Webhooks
    • Website
      • Facebook Meta Pixel
    • Booking Rules
  • Security
    • Security information
  • People/Companies
    • Creating a Person or Company
      • Creating a person
      • Creating a company
    • Emergency contacts and references
    • Document expiry notifications
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On this page
  • Can I send invoices to a different email?
  • Can I send invoices to multiple emails?
  • Can I turn off invoices being emailed to customers?
  • How to Configure Invoice Emails
  1. Billing
  2. Invoices

Emailing invoices

Last updated 23 days ago

When an invoice is issued and the appropriate email templates/workflows are configured the invoice is sent to the customer as a PDF.

If you haven't set up email template and workflow yet, kindly check the steps at the very bottom of this page to configure it.

Can I send invoices to a different email?

Yes, you can set an email for invoices to be sent to regardless of the email for that person/company. To do this find the person/company go to overview tab and update the field labelled "Email invoices to"

Can I send invoices to multiple emails?

Yes, similar to sending to a different email the "Email invoices to" field accepts a comma-separated list of emails e.g. accounts@yourcustomer.com,peter@yourcustomer.com

Can I turn off invoices being emailed to customers?

Yes, to do this remove any emails from the "Email invoices to" field. No invoice emails will be sent regardless of workflow configuration.

View how to disable sending invoices here
  1. Head to the People tab

  2. Look for the person

  3. As long as this field is empty - invoices will not be sent to this customer.


How to Configure Invoice Emails

  1. Go to Settings then Email Templates tab

  2. Click Email Invoice at the top

  3. Set up your email ( like logo, footer ,etc ) then click save.

  4. Go to Workflow tab

  5. Click the " email invoice "

  6. Select an email template which you created before for invoice originally named as "Email Invoice" (unless you renamed it)

  7. The trigger screen below will appear. This is where we set up how your invoice email will be sent. Make sure that you choose the following data for trigger type, module and event. Then click the " + " icon to add an action.

  8. After clicking the " + " icon the action page will show up. Make sure to choose the following data for action type, send to and email template then click save.

That's it! Your email invoice has been set up. The email sent to the customers will look like this:

Remove the email address from the 'Email invoices to' field

Example of invoices being sent to accounts@ with other comms going to peter@