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
In the left-hand menu, click on Sales, then select Sales invoices. In the overview, invoices that have not yet been sent will have the status "Draft."
To quickly send these invoices, first click the checkbox next to the invoice, then choose Send from the Select Action menu.
In the next screen, you will see the e-mail address that is registered for the customer. If there are multiple email addresses, you can select a different one using the dropdown menu.
You can also add an e-mail address in the CC field. Here, you can either select an e-mail address from the available list or manually enter an email address. Additionally, you can customize the accompanying e-mail message. If you want to modify the default email template, you can do so in the Layout Editor under the Email section.
Once the correct address is displayed, click ''Send''.
Sending an invoice from the invoice itself
Another way to send an invoice is directly from an open draft invoice. Open the invoice, go to the top right corner of the screen, click on More, and then select Send invoice.
The same e-mail screen that was shown earlier will appear here as well.