Note that if "Automatically email invoices" is not ticked, the user has the option to tick the "Email invoice" box upon order dispatch.
Both "Automatically email invoices" and "Specify a different email address for invoices" fields can be imported via a spreadsheet file. This is by using the "Companies" data import template, under columns AB and AC, see below:
In order to import the above, it is typically a good idea to export the customer list first, make changes to the spreadsheet file (in columns AB and AC), and then upload the file again to Qblue.
Below is an example of an automatic email on order dispatch:
Email invoices manually
Both the order entry and invoice view pages offer the option to email invoices. From the email invoices window, the system will automatically populate the customer's default email address in the "To" field.
The "To" dropdown field will show a selection of one or more contact persons if they exist. Additionally, you can pre-populate each contact person's email address by turning on "Default for emailing" as seen below:
When emailing invoices manually, the selection of email addresses come from the contact person's email addresses (if they exist). In contrast, the email addresses for automatic emailing originate from "Specify a different email address for invoicing" or the default email address.
