How do I email invoices?
There are two ways to email invoices:
Automatically
Invoices are emailed automatically during order ship out / dispatch.
To learn how to toggle on automatic invoice emails, view our help page here.
📝Note: for automatic invoice emails, Qblue uses the email addresses listed under the contact person's profile (if any). For manual emailing, Qblue uses the email addresses entered under "Specify a different email address for invoicing." If this field is left blank, the customer's default email addresses will be used instead.
Manually
If you prefer to leave the toggle off so that you can hit the "email invoice" button whenever you need to, here's where you can do this:
- Go to the sales order entry page. Click Email (dropdown arrow), then select Email invoice or credit note.
- There'll also be an option to email the invoice when you press Ship out & invoice for an order.
💡Tip: you can set a default email address for each contact person by turning on
"Default for emailing". To do this, go to the contact person's edit page by clicking on them, then tick the checkbox labelled
"Default for emailing".
