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How to send an invoice to a customer's email inbox

Maxime avatar
Written by Maxime
Updated over 2 weeks ago

With Banqup you can send invoices to your customer's email address.

  • Go to the Accounts receivable menu

    • You now have an invoice in Draft status

  • Click on the draft invoice to go to the details page and choose email from the Channel's dropdown menu

    • Right under that field, you'll find the email address to which the invoice will be sent.

      Send-invoice-email-EN.gif


      You can also:

    • Include a payment button (you'll first need to activate the payment services)

    • Choose to attach the UBL and/or PDF file(s)

    • Add a personal message that'll appear in the email sent to your customer

Tip:

for customers to whom you will regularly send invoices, you can go to the customer's file and set up email as the default delivery channel.

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