Email an invoice or a credit note
/visma-net-erp/help/customer-ledger/process-invoices/email-an-invoice-or-a-credit-note
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2026-02-19T17:09:06+01:00
# 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)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/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.](/visma-net-erp/help/customer-ledger/manage-customers/set-customer-print-and-email-preferences/)
1. Go to the [Sales invoices (AR301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/) window.
1. In the **Reference no.** field, click  to select the invoice.
1. Click **Actions** and select **Email invoice/note**. When the invoice is sent to the [Pending emails (SM507000)](/visma-net-erp/help/email/email-windows/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)](/visma-net-erp/help/email/email-windows/pending-emails-sm507000/) window.
For more information, see: [Change the recipient address for a pending email](/visma-net-erp/help/email/manage-emails/change-the-recipient-address-for-a-pending-email/).
To get an overview of all your outgoing emails, go to the [Sent emails (CO409080)](/visma-net-erp/help/email/email-windows/my-sent-emails-co409080/) window.
Related pages
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