Last updated
Last updated
Login to E-Invoicing portal and navigate to settings on top right under your username. Click on settings.
In the Contact master add the customer GSTIN, Name , Emails Ids, Phone No, Default Role ( To/CC/BCC), and Status( Active/Inactive) You can directly add the values in the cells given on the screen.
You can also add the above info by uploading an Excel file with supported formats (XLSX/CSV/XLS/XLSM) , Click on the button on top right "Upload Excel to add in bulk"
The sample file as shown above with the format can be downloaded in the same section.
Select from the Templates( Generated, Cancelled, Payment Reminder) to edit the email body.
Select the default template to be used while sending the email, also the Reply-to Email Id and Reply-to Name
When editing the templates - You can edit the default Text for SUBJECT, BODY and SIGNATURE. - You can also use the Dynamic Variables given in the bottom right of the screen to make the Template text more Dynamic and context specific.
Step 4: Select the invoices to Email and select Email option
In the Home -> View all Invoices, section select the invoices you want to email and
Under **‘More Options’**→ Click on ‘Email’ button
After selecting the Email option and before sending, you can now edit the Email Content and other fields like TO, CC, BCC, SUBJECT, EMAIL BODY and SIGNATURE which by default are populated with the default info.
After confirming the details, click on Send button on the top-right to send the email.
Send Email selecting bulk IRN's.
