With Banqup you can send invoices to your customer's email address.
- Go to the Accounts receivable menu
- Import an invoice (or create one using the DIY invoice creation tool)
- You now have an invoice in Draft status
- 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.
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
- Right under that field, you'll find the email address to which the invoice will be sent.
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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