Overview
If you need to send a specific invoice to a customer by email, follow the steps below.
How to set this up
To email an invoice to a customer, follow these steps:
Click on the 3PL tab.
Click on Email Invoices.
This will then open the 'Email Invoices' screen. Search for the Invoice Number, and select it.
Click OK.
đ¤Tip: If you haven't set this up, then click here for the Using Email Function article.
đ Note: These steps send a single invoice manually. If you want invoices to be emailed to customers automatically as soon as they are raised, additional configuration is required â please raise a support case for assistance.