How do I set up automatic invoice emails to customers?

There are two ways to set up automatic invoice emails during the dispatch process of a sales order:

1. Editing the customer directly via the customer editor, or
2. Importing a spreadsheet (use this method if updating customers one-by-one is too time-consuming).

Using the customer editor (updating each customer at a time)

1. Go to CRM, then select Companies.
2. Search for and click on the customer you want to edit.
3. Click Options on the left access menu.
   
4. On the right, click Manually email invoices/Automatically email invoices to toggle it on or off.
   
   Toggle off: manually email invoices
   
   Toggle on: automatically email invoices
   
    
5. (Optional) To use a different email address for automatic invoice emails: 
   • Enter it in the “Specify a different email address for invoices” field below. For multiple email addresses, separate each entry with a comma.
     
6. Press Save.

Via a spreadsheet import (batch update)

1. Export the current list of customers into a spreadsheet.
   1. Go to Products, then select Export data.
   2. Select the data type Companies and ensure you include all available columns in your spreadsheet to download.
   3. Click Download.
2. Edit the spreadsheet.
   1. In the Automatically email invoices column, enter yes for each customer you want to enable the setting for (leave blank or enter no to disable).
   2. In the Specify a different email address for invoices column, add alternative email addresses if needed. Use commas to separate multiple addresses. Blank fields default to the customer's main email.
   3. Save the file.
3. Import the updated file.
   1. Click Products on the overhead menu bar, then select Import data.
   2. Select the data type Companies and upload the updated spreadsheet, then save.