Send Invoice to Email

How to send invoice to email

There are two ways to send an invoice via email:

1. By clicking the "Send Invoice Email" button directly on the invoice record page.

2. By clicking the "Send Invoice Email" button of the corresponding invoice record on the invoices listing page.

Editing form data and sending invoice

By default, the form is designed to send invoice to the customer (broker) assigned to this invoice. If the customer's profile contains a valid email address, the "Customer Email" field will be pre-filled with this value. The "Email Subject" field will also be pre-filled according to the system template (see how you can change an invoice email template). The "Email Text" field will be pre-filled with all the data related to this invoice. All these fields are editable. Therefore, you can change them at your discretion. If the "Load documents will be attached to this invoice email" checkbox is enabled (enabled by default), then the following load documents will be attached to the email as attachments: "Load confirmation", "BOL" (if they were specified in the corresponding load). Click on "Send" button.