The main purpose of InformerOnline is to maintain a paperless administration. A part of this is sending your invoices as PDFs via e-mail. This can be done in two ways.
Important: The sender name and company name that the recipient sees in the e-mail can be set in the Layout Editor under the General tab.
Sending an invoice
Sending an invoice from the list
To send an invoice from the list, follow the steps below:
Navigate to Sales in the left-hand menu;
Choose Sales invoices;
Invoices that haven’t been sent yet will have the status Draft;
Check the box next to the invoice you wish to send.
Click Select an Action and choose Send;
Review and, if needed, edit the details in the popup window:
If necessary, use the dropdown to adjust the recipient’s email address.
Optionally, select a CC email address via the dropdown.
Review and modify the subject line of the email, if desired.
Review and edit the body of the email, if needed.
Once everything is correct, click Send.
Sending an invoice from the invoice itself
Another way to send an invoice is directly from an open draft invoice. To do so, follow the steps below:
If you are working within an open invoice, choose More and click on Send invoice;
Review and, if needed, edit the details in the popup window:
If necessary, use the dropdown to adjust the recipient’s email address.
Optionally, select a CC email address via the dropdown.
Review and modify the subject line of the email, if desired.
Review and edit the body of the email, if needed.
Once everything is correct, click Send.