E-mail a PDF invoice manually

You can manually select and send one invoice using the E-mail action.

This issues the selected invoice as a PDF invoice. If the contact’s preferred method of issuing is configured as E-mail PDF + invoice as e-invoice, Profit also issues an e-invoice (in UBL format).

Use the Output wizard if you want to e-mail and/or print invoices in bulk.

After performing the E-mail and Print actions, Profit only sets the status of the issued report to Completely processed if it was issued according to the issue method for the sales contact. To this end, Profit first looks at the issue method for invoices on the Digital tab. If no issue method has been set there, Profit looks at the issue method on the General tab. If you selected the Output action, the status of the invoices is always set to Completely processed.

Note: 

Profit will send the e-mail to the Work e-mail address that has been recorded for the contact for the invoice. If the contact does not have a Work e-mail address or no contact at all is selected, then the Work e-mail address of the organisation/person in question is used. If a Work e-mail address is not present for the organisation/person either, then Profit reports that no valid e-mail address can be found.

To e-mail a single invoice manually:

  1. Go to: 
    • Order Management / Sales process / Invoice
    • Subscriptions / Invoicing / Pro forma invoices
    • Projects / Invoicing / Invoices
    • Projects / Invoicing / Invoice instalment
    • CRM / Course management / Invoicing / Invoices
  2. Select the line you want to e-mail.
  3. Click on the action: E-mail.

    You will see a preview of the e-mail message to be sent. The content of the e-mail message is determined using the message template and the debtor profile.

    You send the invoice to the e-mail address of the contact person set in the properties of the sales contact/debtor. You can set contact persons as Preferred contact on the General tab in the properties of the sales contact/debtor. In addition, on the Digital tab you can define the contact's issue method for the Report type: (for example, the project invoice).

  4.  Click on: OK.

    You see a message reporting the number sent by e-mail, in this case 1.

  5. Click on: OK.

See also

Directly to

  1. Issue an invoice to a sales contact as an e-mail or in print
  2. Configure the issue method
  3. Configure e-invoicing (sales invoice)
  4. Issue invoices in bulk by e-mail or in print
  5. Issue invoices in bulk using a deviating method
  6. E-mail an e-invoice
  7. E-mail a PDF invoice manually once
  8. Check the e-mail messages sent
  9. Print an invoice manually