Email tax invoice directly to customer rather than having to print then send?

Caleb Campbell

Hi folks,

I was just wondering if there is a way to email customers their tax invoice for orders directly?

 

Our current process is to open Sales Orders > View Orders and then on an order, click Print Docs > Tax Invoice > Save as PDF and then email them the PDF. It would be nice if there was a button in Neto (maybe a setting somewhere I can enable?) that sends the invoice directly to whichever email address is attached to that customer.

 

Cheers,

Caleb

Matthew Hamilton (491)

An advantage to emailing them out yourself is you can set delivery and read receipts. Emails direct from Neto seem more likely to get end up in junk. We frequently get calls from customers requesting their invoice.