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  • Sending Invoice Receipt Automatically

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    Triston Merritt

    You can set up your customers so that they automatically receive their invoice through an email.  There are a couple of different options for doing so.  You can go through each company individually or you can set up a trigger that will do this for whatever customers you would like it to. 

    Setting Up Each Company Individually

    Go to companies > The specific company name > Info (Its next to a pencil underneath the company name) > scroll down to the Financial Settings > Invoice Receipt Method > Email.   Then you can select which company contact you would like the email the invoice to in the "Email Invoice To" section.

    Setting Up Invoice Trigger




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