How to send invoice on mail or sms?


How to send invoice on mail?

Create an Invoice and click on Approve button then it will navigate to the Invoice Listing Page. From the Invoice listing page, open the Invoice in View Mode having status of Awaiting Receipt. There is an option to email the invoice with subject and message and it will be directly send from the software itself. To send the message click on "Send mail".

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After clicking on "Send mail", the following screen will appear:

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After receiving the mail, you have two options as follows:

  1. View Invoice
  2. Download Invoice
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How to send invoice on sms?

Create an Invoice and click on Approve button then it will navigate to the Invoice Listing Page. From the Invoice listing page, open the Invoice in View Mode having status of Awaiting Receipt. There is an option to sms the invoice and it will be directly send from the software itself. To send the message click on "Send sms".

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After clicking on "Send sms", the following screen will appear. To send the message click on "Send Message".

sales-how-to-send-invoice-on-mail-or-sms-after-clicking-on-send-sms-following-screen-appear