Email Invoices

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When Jim2 creates an invoice, it can be printed immediately or it can be sent at a later stage.

 

On the Customer tab of the customer cardfile, Send Invoice via should be set to Email. Statements can also be sent the same way. Simply change the Send Statement via to Email as well.

 

sendviaemail

 

When invoicing a job, Print also means to Email.

 

emailinvoice

 

Tip

The word Print will change colour to indicate that the option chosen here differs from what the default is set to on the customer cardfile.

 

printcol

 

An email window will open and the invoice will be attached. It is good practice to set up a standard Email template for invoicing which will always be used when emailing invoices, and saves having to enter information into the body of the email each time an email is sent.

 

Email will send the invoice and print a copy if Printer 2 is set up to print 1. If not, Email will send only.

 

If you wish to display the Invoice number only on the invoice report name when emailing, set UseInvoiceCompanyName to False and UseInvoiceNoEmailFilename to True.

 

invname

 

If you wish to display the Company name and Invoice number, set both variables to True.

 

invemail

 

hmtoggle_arrow1Attaching other documents to invoice email

 

hmtoggle_arrow1Nominate multiple email contacts for invoicing, statements, purchases, etc.

 

hmtoggle_arrow1Send multiple invoices in one email

 

Further Information

Add a Late Fee

Apply a Credit Payment When Invoicing

Docket Jobs

Invoice COD Customer Without Taking Payment

Invoice a List of Jobs

Invoice a Single Job

Invoice Using GL Account

Issue a Proforma Invoice

Personalise an Invoice

Raise a Tax Invoice for Progress Claims

Receive Payments when Invoicing

Reprint an Invoice

NZ Invoices to Handle Billing NZ GST

Unprint an Invoice and Reverse Payment

Find a cancelled invoice