Email Invoice to Customer
Table of Contents
Purpose
Emailing the Invoice to your Customer will notify your customer of the outstanding invoice and allow them to view the invoice summary.
How to email the invoice to the customer
- Navigate to the Invoices page by typing Invoices into the Search for anything bar.
- Select the relevant Invoice.
- Select Email Invoice to Customer (this button is only available once the invoice period is complete and there are no charge errors).
- The email pop-out window will appear.
- Fill in the To, Cc and Bcc fields with the email addresses you wish to send the Invoice to.
See Configuring Customer email settings for information on how to have the To field automatically populated with the Customer's email address.
- You can edit the Comment text or leave it as is.
With the Update Invoice Status to "Approved" ticked, the Invoice will update to Approved once the email is delivered.
With the Update Invoice Status to "Approved" NOT ticked, the Invoice will remain in a Draft status once the email is delivered.
Configuring Customer email settings
To have the email address automatically fill when you send an Invoice to a Customer, follow the below instructions:
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Navigate to the Customers page, Contacts>Customers.
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Select the relevant Customer.
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Select Edit in the bottom left corner.
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Select the Email tab.
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If the email address already exists, select Edit from the Actions column of the relevant address.
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If the email address does not exist, type the address into the New email text box and select Add new email.
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Tick the Invoice notification box.
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Select Save.