To Send Invoice Email
- Select Generate Invoice Documents from Billing System Properties.
- Perform the configuration required for Invoice PDF generation from Invoicing.
- Add document and email templates at the Account level from the fields Set Invoice Email Template and Set Default Invoice Template. Refer Account Settings for more information.
- You must have an Invoice document available under the Notes & Attachments related list. If not, click Regenerate Invoice Attachment to generate an invoice document.
- Go to the Invoice Details page of an Invoice and click Send Invoice
Email.
- Select the email attachment template which you want the apply to
the invoice.
The invoice email is sent to the configured email address on Account. To know more on the email address configuration, please refer Billing Contacts on Accounts.
Email is sent from the email address mentioned in the Org Wide Email Address under Billing System Properties. To send email from legal entity specific email address, enter the email address in the From Email field of the legal entity.
