Sending a sales invoice by email

Use this review page to prepare the accompanying email. When sending, Billnado attaches the documents stored for the invoice and any available terms and conditions for the trade name.

Content

Subject is prefilled with the invoice number. Review and edit the rich-text Message. Default body and footer templates are applied automatically when available.

Import template lets you select a Message template and Footer template separately. Billnado resolves template fields with invoice, customer, trade-name and salesperson data. Replacing the message retains the selected footer and replacing the footer retains the message.

Recipients

Proposed recipients come from the customer and invoice email settings. Each row has a Type—To, CC or Bcc—and a valid Email address. You can add and remove recipients, but at least one is required.

Sending

Choose Send only after reviewing recipients, subject, message and invoice documents. Billnado submits the email and attachments for processing and then opens the confirmation page. Follow the eventual delivery state under Communications in the invoice details; the confirmation page alone does not prove that every receiving mail server delivered the message.

Choose Cancel to return to the invoice without sending.

Related documentation

• Viewing and managing a sales invoice
• Email sending confirmation