Send your invoice by email in just a few steps
With this process, you'll turn an invoice into a clear and effective email. Follow the guide and double-check the key details before clicking "Send."
Step by step: sending an invoice
Access the invoice
Go to Accounting → Invoicing → Invoice list and select the invoice you want to send.
Open the send window
Click on Actions → Send. A window will open where you can set up the email details.
Set up the email
In this window you can:
Choose the recipients of the email and add CCs.
Select a template with a message for the email.
Edit the subject of the email.
Choose which email address the message will be sent from.
Add a custom signature if you want.
Send the invoice
Once everything is ready, click "Send." The invoice will be attached along with your custom message.
Pay attention to the details
The invoice will always be sent in the language it was issued in. This is independent of the language of the email template. For example: if the invoice is in English, the message can be in Spanish, but the invoice will still be in English.
Sending invoices is not compatible with accounts that use SAF-T.
Frequently asked questions
Can I change the invoice language from the email?
Can I change the invoice language from the email?
No. The invoice is sent in the language it was issued in, regardless of the language of the email message.
What if my account uses SAF-T?
What if my account uses SAF-T?
In that case, the option to send invoices by email is not available.
Can I add recipients as BCC?
Can I add recipients as BCC?
Currently, you can only add visible copies (CC).