E-mail a project invoice

You can manually select and send one invoice using the E-mail action. This action only issues the invoice as a PDF invoice, unless the issue method (in the properties of the sales contact) is set to email PDF + invoice as e-invoice.

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

To e-mail one invoice manually:

  1. Go to:Projects / Invoicing / Invoices.

    Pro_Projectfactuur e-mailen (10)

  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).

    Pro_Projectfactuur e-mailen (20)

Directly to

  1. Project invoicing
  2. Configure project invoicing
  3. Approve the actual costing and report it ready
  4. Instalments
  5. Configure a 'G'-account
  6. Automatically generate project invoices
  7. Manually add project invoices
  8. Instalment invoicing
  9. Issue project invoices using the Output action
  10. Issue project invoices using the Print action
  11. E-mail a project invoice
  12. Change project invoices
  13. Credit a project invoice
  14. Collectively delete project invoices
  15. Journalise project invoices
  16. View a project invoice in InSite
  17. Distribute the project invoice turnover across multiple periods
  18. Carry sales invoices and revenue entries forward