Setting Up Automated Sales Invoice Email Reminders and Delivery

You can set up reminders and automatic sending of sales invoices via email through the following steps:

Solution Steps:

1. Go to Settings.

2. Select General Settings.

3. Select Sales Invoices Settings.

4. Scroll down to the “Reminder and Automatic Sending” section

5. Enable the option “Remind customer to pay via email” and then select the number of days to remind the customer to pay before the due date.

6. You can also enable the option “Automatically send invoice upon payment” as well as “Overdue invoices email from your customers (weekly)” where when you enable this option you will receive weekly the overdue invoices that you need to collect from your customer.

   Additional Notes:

• After enabling this option, invoices will be automatically sent to the email address entered in the customer’s data when the invoice is issued, and there is no permission to view the email sent.

• You can send any sales invoice to the customer at any time by clicking on the “Email” icon located next to each invoice.

• If the customer reports that the invoice did not reach them, please verify the email address added to the customer in their data.

• When you enable this option, new invoices that will be created for the customer will be sent automatically, but regarding old invoices, they must be sent manually through the “Send” icon next to the required invoice.