How to Email Invoices

Datagate Support | Nov 26, 2017

Read this document for an overview of how to email invoices.

If you have any questions, don’t hesitate to contact the Services Team.

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To email an invoice to the customer, the invoice should be in the generated status and the customer should have an email address in the customer details page. 

 

🚨Tip: If Email selected button does not appear in the dropdown, ensure that the customer has an email address associated with them.

How to Email Invoices

Navigate to Invoicing.

Switch to Action Invoices.

Select invoice(s) in Generated status. Email selected button will appear under the Actions dropdown.

Click on Email selected invoice button, invoice sending confirmation message will open.

Click on the Yes button, invoice sending process will start and display the operation progress page.