Sending Invoices

Sending an Invoice via Email

To send an invoice via email, go to the relevant invoice and click on send.

After clicking the button, you will be taken to an overview with the most important information:

1. Email address of the recipient
2. By clicking on the blue employee email addresses on the right side, the selected address is directly added to the recipient field.
3. You can view the attachments again by clicking on the file names or add more attachments.
4. If you regularly send invoices to a customer, you can save the email as a template for future use (see E-mail templates for reports and invoices). After you send the invoice as a PDF via email, the status changes to sent.

Info: The standardized text in the lower field can be modified at any time or changed in the settings. To do this, go to Navigation Bar Settings System Settings Invoices

Printing and Downloading Invoices

When you click the print button, an invoice is created based on the PDF template you selected.

Through the print view, you can download or print the invoice to send it by mail, for example.

Related topics: Exporting invoices, LINK_TO_PAGE=397