Nexved CRM allows you to send invoices to your clients directly via email, with the option to attach a PDF of the invoice. Here’s how you can manage the process:
Sending Invoice to Client:
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Select Invoice:
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Go to the Invoices section and select the invoice you want to send.
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Send Email with Invoice:
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Click on the Send Email option.
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The system will automatically attach the PDF invoice to the email. If you do not wish to attach the PDF, simply uncheck the checkbox labeled Attach Invoice PDF.
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Email Content for First Invoice:
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The first time an invoice is sent, the email content will be generated based on the Invoice Email Template.
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Re-Sending the Invoice:
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If you need to resend the invoice to the client (e.g., for reminders or a follow-up), the email content will be different from the initial invoice email, as it’s considered a secondary email.
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To modify the content for this email, navigate to Setup → Email Templates → Invoice Already Sent to Client.
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Customizing the Email Content:
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By default, all contacts with permission to view invoices will be selected when sending the invoice email. However, you can adjust the recipients by changing the permissions and selecting the specific contacts you want to include in the email.
Cron Job for Automatic Invoice Email:
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If you have cron jobs configured for automatic invoice reminders or other scheduled tasks, the system will send the invoice to all contacts that have permission to view invoices.
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Make sure that your contacts have the appropriate permissions for receiving invoice emails.
By using this feature, you can easily send invoices to clients with or without PDF attachments and ensure that your clients always receive the necessary invoice details via email.