Email an invoice

Solution Properties

Solution ID:

222001000100272

Last Modified Date:

Tue Apr 30 12:08:54 UTC 2024

Taxonomy Path:

Case category//How do I...//processing

Author:

[email protected]

Email an invoice

Description

There are two ways to email sales invoices:

Individually once the invoice is saved
Multiple invoices for the same customer at the same time

Cause

Resolution

What you need to know

Email your invoice when you've finished entering the details or save it and email it later
Enter the email address each time you send the invoice or add it to customer contact
The email includes an invoice link for online viewing, with a Pay Now button with an optional PDF attachment
Enter a new message for each email or set up a default message for all customers

Before you start

Set up defaults for the emails to save time when sending invoices to your customers

Set an email address for your customer contact so the invoice goes to the right person
Set a 'reply to' address. See Set up defaults for your email messages
Set a 'default' email message. See Set up defaults for your email messages

Email a single invoice

Open a saved invoice and choose Email

Email multiple invoices

For bulk emailing of invoices, ensure all invoices are for the same customer before sending.

Go to Sales and Sales Invoices.
To find your unsent emails, click the Issued column on the sales invoice list. This brings the unsent invoices to the top of the list.
To see your unsent invoices in customer order, click the Customer column heading.
Use the check boxes to select the invoices you want to send. Make sure they're for the same customer.
Select the Email icon from the toolbar at the top of the list.
Enter the required email address. To send to more than one recipient, enter other email addresses separated by a semicolon.
Enter the message you want to appear in the email, then select Send. All the selected invoices will send to the email addresses you've entered.

Remove the contact name from an invoice

To remove the contact name from an invoice:

From Contacts, then select Customers.
Open the customer you need to change.
Select the Contacts and Addresses tab.
On the right, select the Edit icon next to the contact name.
Select Name and enter 'Main Contact'.
Save your changes.

When you create an invoice using this contact, it addresses only the company, not the individual contact name.

Send documents from your own email account

You can't change the no-reply address; [email protected].

To send from your own email account:

Export the invoice to PDF and save the file locally to your PC or mobile device
Attach your file to an email to send from your email account

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Steps to duplicate

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