In order to setup an invoice to send through email to your customers, follow the instructions below:
- Click on the “Sales Tasks” option under “Navigator”.
- Click on “Manage Customers”.
- Double click on the customer’s name (if already created) to whom you want to send the invoice through email.
- Click on “Invoicing Options” tab.
- Fill in the email address and the message. Also select the type of file you’d like to send to you customer. For example text or pdf.
- Click “Ok” once done.