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Send invoices by email or mail

The invoice can be printed out for postal delivery or sent by email on the Rechnung Invoice > Rechenblatt Spreadsheet tab. If the invoice recipient has been marked as preferring email communication, the E Mail By email button will be highlighted in yellow.

  1. Select a druckeraufklappen v2 Print setting.
  2. To send the invoice as an email attachment, click on E Mail Send document as PDF attachment by emailt next to the drucker Print icon.
  3. An E Mail Email will open with the invoice address and links to the selected event and the current segment. The invoice is automatically stored as a PDF file in the Anhang Attachments.

Versions older than 12.1: To send the invoice as an email attachment, select export festplatte Save to hard drive > E MailEmail > pdfPDF. An E Mail Email will open with the invoice address and links to the selected event and the current segment. The invoice is automatically saved as a PDF file in the Anhang Attachments .

  1. When prompted, choose between making a Customer print with invoice date or an undated Proof copy.
    Note: The invoice issue date is decisive for triggering the reminder run.
  2. Select a suitable Cover letter for sending by e-mail.
  3. Senden Send the invoice.
  4. To save the invoice externally, click on export festplatte Save to hard drive and select a suitable format.