Email an invoice or a credit note

Before you start

There are several ways of emailing an invoice or a credit note from the Sales invoices (AR301000) window.

You can either email an invoice with a few clicks via the Actions button, or you can preview and email an invoice via the Reports button. Instead of emailing to the registered contact on your customer, you can also enter a new email address in the invoice preview, or override the existing email address.

It is also possible to email an invoice to a customer that you have already registered not to receive any emails.

See also: Set customer print and email preferences.

1. Go to the Sales invoices (AR301000) window.

2. In the Reference no. field, click to select the invoice.

3. Click Actions and select Email invoice/note. When the invoice is sent to the Pending emails (SM507000) window,.

    is displayed

When you use direct debit as a payment method, the generated invoice will show information about the mandate, and that the invoice amount will automatically be deducted from the customer’s bank account.

What is next?

If you regret sending an email due to an incorrect attachment or email recipient, you can make changes in the Pending emails (SM507000) window. For more information, see: Change the recipient address for a pending email.

To get an overview of all your outgoing emails, go to the Sent emails (CO409080) window.

Related pages

Concepts

• About types of customer ledger documents
• About sales VAT on sales orders and invoices

Tasks

• Create and release an invoice
• Process statements manually via the AutoPay inbox
• Send one invoice to AutoInvoice
• Print an invoice
• Preview an invoice
• Send an invoice
• Email an invoice from preview in a report
• Override an email address
• Email an invoice to an unregistered contact
• Create an invoice
• Pay a specific outstanding document
• Release an invoice

Windows

• Sales invoices (AR301000)