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


Last modified 4mo ago