Emailing a Finalised Invoice

Background

Once an invoice has been marked as ready, it has been finalised from a creation perspective, meaning:-

• Population of the invoice headers is completed
• Population of the invoice content is completed
• The invoice is locked down and cannot be amended

It is therefore fit to be sent to the customer to request payment.

Two send methods are currently supported:-

1. The finalised invoice can be printed and then manually mailed.
2. The finalised invoice can be emailed.

This topic refers to the method b)

About this Task

This topic outlines the steps necessary to email a finalised invoice

TBC: As of Mar 29th the email function does not work, so the below is expected behaviour***
.

Prerequisites

This topic assumes that

1.  You have finalised the invoice by marking the invoice as ready

2. You are in the detail view of the finalised invoice that you wish to email

Procedure

1. Locate the headers section of the Invoice, and specifically, the action buttons on the right hand side. Click to see these highlighted.
   

    

   

    

2. Click the Email Invoice button in the Invoice Header
   
   
3. The finalised invoice is rendered as a PDF and embedded into an email
   TBC: Screen shot needed **
   
4. Send the email to the customer
   Note: although the email is automatically generated by strokeone, you need to manually send it.
   

Next Steps

As you have sent the invoice to the customer, you need to record in strokeone that it has been sent.

Related Topics

Marking an Invoice as Sent