Automatically Send Invoice Emails

This will automatically send an email with the invoice attached for all invoiced orders for all accounts with an invoice email setup in their account. You also have the option to enable this feature for individual accounts. There are several steps that must be completed in order for this feature to work properly. Let’s begin!

To turn on setting for all accounts

-          Navigate to Global Settings, then click Invoice Settings.

-          Next, click the “Automatically Email Invoices” button to turn on this feature for all accounts.

-          You can also setup a reply to email address, for your customers to reply back.

-          Next, accounts must have an Invoice email setup in their Account Info for them to receive the invoice email. An account can have multiple invoice emails setup to receive the email.

To turn on setting for individual accounts only

-          Navigate to the account you want to enable this feature for

-          Then, under the Account Settings tab, click “Automatically Email Invoices” button

-          Next, ensure that the account has an Invoice email setup in their account. This can be multiple email addresses

This feature allows you to automatically email invoices to accounts with an Invoice email setup in their Account Info, each time you invoice an order for the account. See above screenshot.

To Manually Send Invoice Email

-          Navigate to the invoiced order you want to email

-          Then, under “Things You Can Do” click “Email Invoice”