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Invoice mail: Automatic mailing of invoices

You can always email all invoices manually and individually, see the FAQ here.

With the “Invoice mail” function, you can automatically email and print many invoices in one go.

To email and/or print created invoices automatically in one step, proceed as follows (it does not matter whether the invoice was created manually or automatically by the function Invoice batch):

Step-by-step instructions:

  1. Go to “Accountancy>Debtors>Invoice mail/print” in the menu.
  2. At the bottom of the table you can see all invoices that have not yet been emailed or printed.
    1. In the “Output” column you can see whether the invoice will be emailed or printed.
      If the invoice is to be emailed, an email address must be defined for the company or the contact person and the checkmark “Invoice” must be set for the email address in the “E-Mail addresses” function. You can find more information on the procedure and the correct defining of automatic mails in the FAQ here.
  3. There are various setting options in the window for how to proceed with the invoices:
    1. “Send E-mails”: Should be set to “YES” if the emails are to be sent automatically.
    2. “Testrun”: If set to “YES”, a test mail will be sent regardless of the filtering in the table. If you want to test the process and your settings first, you can activate the testrun and define your own email address. After the test run, no “Sent” mark will be set for the tested invoice.
    3. “From email”: From which email account the emails should be sent.
    4. “With printout”: Print the invoices as a PDF file, for which no mailing has been defined (output: Print).
  4. To start the process, click on “Start”. All invoices are now emailed or printed depending on the setting.
  5. In “Accountancy>Debtors>Invoice registry”, you will now see a green cross for the invoices in the column “@” (emailed) or in the column “D” (printed), depending on whether the invoice was emailed or printed.

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