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Email a sales invoice

Created on  | Last modified on 

Summary

How to an invoice in Sage Accounting.

Description

Email a sales invoice directly from Sage Accounting to your customer.

Add or update the recipients email address, customise the message, and send the invoice as a PDF attachment.

Resolution

First, create a sales invoice.

  1. Confirm your happy with the details of the invoice.
  2. Select Save & Email.
  3. The Email Invoice window will open, with the following options:
To The main contact for your customer automatically populates as the recipient. You can overwrite this, or add up to five recipients.
Cc Copy in any additional recipients. Your customer will see the email address of anyone copied into the email.
Subject The subject automatically populates with the customer's name, the invoice number, amount and due date. If required, overwrite this.
Send me a copy/ Attach PDF

Send me a copy- The logged in user can opt to send themselves a copy of the invoice.
Attach PDF- We send a hosted invoice, where your customer can open an online link to the invoice. Opt to send a PDF attachment as well.

 

 

 
Message The email message automatically populates from the Document emails section of your Sage settings.
Overwrite this, or use Copilot to draft you a more personalised message.
Also print a copy of this invoice Use this option to print a copy of the invoice after you send it.

To email multiple existing sales invoices, read email sales invoices in bulk.

NOTE:

You can't email quick entry invoices. 

 


















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