Search Knowledge Base Articles

Send Invoice to Email

CRM have the option to send this invoice to a customer which is related.  Also, the PDF invoice will be attached to the email. If you want to do not attach the PDF invoice simple uncheck the checkbox Attach Invoice PDF

After sending the invoice to the customer if you want to send again the invoice there will be another email content. Becuase the initial invoice is already sent. Now the customer  maybe want the invoice again and in all cases this content will be different. Go to Setup-> Email Templates -> Invoice Already Send to Client to edit the email content when sending the invoice to your customer for second time.

By default all contacts with enabled email notifications for invoices will be selected you can adjust to your needs.

 When cron job will try to send the invoice eq. for expiration reminders will be sent to all contacts with enabled email notifications for invoices.

Did you find this article useful?


Related Articles

  • Subscriptions

    From version 2.0.0 in CRM, there is a new major feature added that will help you to bill your customers in a more faster way based on subscription bil...

  • Sending proposal to customer or lead

    We assume that you already have created the proposal. Click on the mail icon from the right side and popup with with the preview email template will b...

  • Currencies

    Create new currency To add new currency go to Setup -> Finance -> Currencies and click New Currency. Currency Code – Add curren...

  • Add Items/Products

    Items is CRM feature that will allow you to create predefined items which will speed up the process when creating new invoices/estimates/proposals. Cr...

  • Recurring Invoice

    Navigate to Settings Menu -> Settings -> Cron Job Create a new invoice from the main recurring invoice only if the main invoice is with status p...