E-Invoice Email

Learn how to send the invoices over email as attachments

Guide to send invoices over mail

Step 1: Navigate to Invoices

Click on "Invoices" in the sidebar menu

Step 2: Filter Invoices

Adjust the filters as desired to filter out from all available invoices.

Step 3: Select Invoices for Mailing

Select the invoices that you want to send by ticking the boxes beside the invoice number.

Step 4: Select Action

Click on "More Actions" and in the dropdown select "Email"

Step 5: Select Contact and Send

  • Edit the list of person to whom the mail is to be sent. You can select contacts from contact master as well as add it manually

  • Select the type of template according the type of invoice

  • Click on "Send" to send the mail


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