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Send an Invoice

You can export the Invoice as PDF, document, excel or image format and send to your customer in a manual way. Or send the Invoice directly to them.

1. On the left menu, choose Sales > Invoice. On the Invoice listing, choose the orange Send button of your Invoice.

2. Configure the template, receipients, email content before sending the document out.

Note:
Before you can send the Invoice, you need to configure the Email Server.

Info

Column	Description
Template	Choose which template to be viewed by your customer.
To	By default, all the contacts from the customer in this Invoice will be listed. Only the selected Bill To and Ship To contact will be auto selected. Should you need to include other receipients, just select the email address from the To list. In some cases which you need to send the Invoice to other receipient instead of those listed under the To list, click on the plus button button ( + ) under To list.
Also To	Enter receipient email which is not listed in To list. If there are more than 1 recipient, separate the emails with semicolon ( ; ).
CC	Enter receipient email which you want to CC them in the email. If there are more than 1 recipient, separate the emails with semicolon ( ; ).
BCC	Enter receipient email which you want to BCC them in the email. If there are more than 1 recipient, separate the emails with semicolon ( ; ).
Additional Attachment	By default, the Invoice will be sent as PDF attachment together with this email. You can include other necessary attachments together with this email as well.
Subject	Subject of the email. You may configure the default subject in Setting > System Setting > Email Setting > Invoice > Template.
Content	Content of the email. You may configure the default subject in Setting > System Setting > Email Setting > Invoice > Template.

Preview

Click on the second tab Preview to preview the actual Invoice in the selected template. You may change the Template in Info tab and preview the Invoice document again before sending it.

Invoicing & Billing - Invoice

Send an Invoice