Send Invoices

There are 2 possibilities to trigger email generation for an invoice:

After Saving a New Invoice:
- Click "Generate PDF and Send to Customer".
In the List of Invoices:
- Click the "More Options" button and select "Send via email".

After performing one of these actions, you will be redirected to the email settings page.

Email Settings Page

This page consists of three sections:

Client Data: Include customer email and customer name. This fields will be pre-filled if a billing contact is present for the client selected during invoice creation. It's customizable, so you can adjust in case if billing contact of the client has changed.
CC Settings: Include recipient email and recipient name. To have these fields pre-filled, you should manage them organization-wide through the Organization Settings tile in the user context menu. If they are not configured per whole organization, they can be entered manually or even removed by clicking "Bin" button. You can add as many recipients as needed by clicking "Add recipient" button located on the top right corner of CC settings section.
Message: A message will be generated using the information provided earlier. This message is automatically generated and includes essential details such as the invoice number, payment information, and the amount due. The invoice will be attached to the email.

Note: In the generated invoice message, you might notice that there are line breaks between sections of text: "br". The line breaks help in organizing the content so that each piece of information, such as payment details and invoice information, appears on its own line for better clarity.

You can come back and edit the invoice, by clicking "Invoice edition" button located on the top right corner of the page. After all details are provided, click the "Send Invoice" button to finalize and dispatch the invoice to the client. After sending, the invoice status will update to "Sent." Client will receive email with invoice attached.