Emailing invoices
Last updated
Last updated
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.
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"
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
Yes, to do this remove any emails from the "Email invoices to" field. No invoice emails will be sent regardless of workflow configuration.
Go to Settings then Email Templates tab
Click Email Invoice at the top
Set up your email ( like logo, footer ,etc ) then click save.
Go to Workflow tab
Click the " email invoice "
Select an email template which you created before for invoice originally named as "Email Invoice" (unless you renamed it)
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.
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:
