Introduction:

FBO One provides the option to send invoices by email along with a number of options to personalise settings associated to the 'Send By Email' process. These settings include:

• Email subject template
• Email body template
• Email from address
• Email Cc address (Carbon copy)
• Email Bcc address (Blind carbon copy)

Note: To ensure a smooth transition to updated setting(s), it's recommended that these changes are applied to the Test System prior to the Live System.

Changing the send invoice settings.

1. Use the main menu to navigate to the Back Office > Administrations page.
   
   
2. Select 'Edit' on the relevant 'Administration'
   
   
3. Scroll down the page until you reach the relevant invoice email message settings. 
   

• Email From address for invoicing:
  This field defines the email address used to send the invoice(s).
  
  
• Email Bcc address for invoicing:
  This field allows a seperate email address to Bcc'd into the email to the customer. This may serve as validation that the invoice was sent out or to notify a colleague that the invoice has been sent.
  
  
• Email CC address for invoicing:
  Similar to the Bcc this field allows a seperate email address to Cc'd into the email to the customer.
  
  
• Email subject: 
  This field is used to define the email subject text. See Email Template Variables for Invoices.
  
  

• Email body:
  This field is used to define the email body text. See Email Template Variables for Invoices

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2. Be sure to save your work by clicking 'Save'