This guide outlines how to send invoices to your customers by email. The following instructions will show you how.
🗒️Note - You can only email an invoice if it has been generated for the job. See the adding and editing jobs article for instructions on generating an invoice. Once generated you can send the Email from the Invoice/Job screen as explained below.
We have 2 different options to attach Invoices to an email...
Method 1 - Sending from the Invoice List
Select the Invoice List in the Jobs section of the side-menu:
Select the Invoices you’d like to send and tick the checkbox next to each.
Press the Send Email button to open the bulk email screen, confirm recipients and click Next
Select the Template - the “Send Invoice” template should be pre-selected for your convenience
Ensure the Include Invoice option is ticked
Click Send (bottom right) to send the email(s).
Method 2 - Sending Invoice from Within the Job or Invoice Screen
Open the Job or Invoice you wish to send (this could be from the Job List, Invoice List, Workboard or Calendar)
In the bottom right corner, hover your mouse over the Invoice button and select Email Invoice
This will open the Send Email screen
Your default Invoice Email template will be selected, but you can choose a different template if required, edit the recipients and/or edit the content of the email
Click the Send button in the bottom right corner to email the invoice to your recipient(s)
📝 Notes:
Currently, each customer can only have one email address, however you can add email addresses to the recipient list, read more here: General Overview Send Email Screen
To send yourself copies of all emails sent from Auxo, use the CC and BCC options in the email section in Settings > System Configuration.