Send an invoice by email via webmail
Prerequisites: Your email must be synced in your Settings. If this is not the case, you will not have access to the "Send by email" button.
To send your invoices:
- Appointmentin the tabBilling
- Click onInvoices
Use the filters to view only thevalidated invoices. (Status: validated)
- Check the invoice to send
- Click onSend by email
- Your webmail opens with your invoice as attached
- Make your changes
- Click onSend
- Your invoice will pass directly into statusTo pay.Since you have chosen to send it by email, you will not have to use the buttonPrint and post.
Related Articles
Print and post an invoice
Once onceyour validated invoiceand sent to your customer, you can pass it into statusTo pay. To do this: Go to the tabBillingand choosethe Invoices menu: Search for your invoice by sorting or using the filter by date or status. Your invoice is in ...
Create a credit note to cancel a fee or provision invoice
The assets (or credit notes) will allow you to cancel an invoice in whole or in part. It is possible to make a credit note to cancel abill for provision. NB: Be careful, creating an invoice to manage an invoice that will bear an accounting number. ...
Validate an invoice
Validation of your invoice is an essential step for an accounting numberto your bill. After havingcréé an invoice proformaandgenerated your documenton which the tag #NFacture# and#DateFacture# are still present (unless you have set a date during ...
Invoice by batch
It is possible to batch your customers by batch. This option is useful in situations such as those described below: The end of the month is coming, you want to charge quickly all N-1 customers who have not yet been You have divided the roles in the ...
See regulations associated with an invoice
Once at least one regulation has been associated with a fee or provision invoice, you can consult the lettering of these regulations: See you on thepage Invoicesor on thetab Invoicingof your contact or file Locate the invoice for which you want to ...