Visma.net ERP
Email an invoice or a credit note
Before you start
There are several ways of emailing an invoice or a credit note from the Sales invoices (AR301000) window.
You can either email an invoice with a few clicks via the Actions button, or you can preview and email an invoice via the Reports button.
Instead of emailing to the registered contact on your customer, you can also enter a new email address in the invoice preview , or override the existing email address.
It is also possible to email an invoice to a customer that you have already registered not to receive any emails.
See also: Set customer print and email preferences
- Go to the Sales invoices (AR301000) window.
- In the Reference no. field, click
to select the invoice. - Click Actions and select Email invoice/note.
When the invoice is sent to the Pending emails (SM507000) window,
is displayed.
What is next?
If you regret sending an email due to an incorrect attachment or email recipient, you can make changes in the Pending emails (SM507000) window.
For more information, see: Change the recipient address for a pending email.
To get an overview of all your outgoing emails, go to the My sent emails (CO409080) window.
Related tasks
Process statements manually via the AutoPay inbox
Send one invoice to AutoInvoice
Email an invoice from preview in a report
Email an invoice to an unregistered contact
Pay a specific outstanding document
Related windows
Related reports
Customer documents (detailed) (AR622000)
Unreleased transactions (detailed) (AR610500)
Unreleased transactions (AR611000)
Related concepts
