Introduction:

In FBO One it is possible to automatically send out invoices by email to debtors. How to do this and how to set this up is explained in this Article.

How to use automatic invoicing

Once invoices are created, they can now be sent by email to the debtor via the transition called 'Send by email':

Clicking on the 'Send by email' transition will open the actual email transition screen.

Here a row is created per invoice containing the Invoice number, debtor, Email subject, Email body and the 'To Address'. On the bottom of the page there is a box with the 'CC Address'.

Once checked, clicking the 'OK' button will automatically send all invoices on the page to the debtors and return the user to the back office screen.

The email sent to the customer in this example looks like this:

Settings:

To configure the template and preset recipients for Invoice send by email, refer to the following article.

• Invoice 'Send By Email' template settings (Email Addresses, Subject, and Email Body)