How do I email an invoice?

A sale invoice is sent from Krak Stack with its PDF attached. Sending issues the invoice: it receives its number and becomes Sent.

Krak StackFig. 1

Steps

1. Open Finance and click the invoice.
2. Click Send by Email.
3. Check the Recipient: Krak Stack preselects the contacts that have the Invoice role in the billed company. Add a missing contact with the Add a contact section.
4. Fill in CC and BCC if needed.
5. Pick a Template: the Subject and Message are filled in; you can edit them before sending.
6. Send. A notification confirms the destination address.

Good to know

• Only sale invoices can be emailed.
• All recipients get one single shared email.
• Suggested recipients are only contacts of the billed company: an invoice is never offered to contacts of another company.
• To set the default recipients, open the company record (Companies) and give the Invoice role to the right contacts, in the Document Contacts & Notes section.
• A contact created from the sending window is saved on the company for future sends.
• Default CC addresses, and the sender address and name for invoices, are set in Settings > Documents & emails > Sending, section Invoice (billing).
• Templates are managed with the Manage email templates link shown under the Template field.
• Sending a draft gives it its number; if it appeared as "Draft #…" in the subject or message, it is replaced with the real number.
• Without sending an email, Download PDF also issues the invoice. View PDF does not.
• For several invoices, tick them in the list and use Download selected PDFs: 100 invoices at most, one ZIP file; above 20 invoices the ZIP is prepared in the background and a link valid for 24 hours arrives in your notifications. Sale drafts downloaded this way are issued.

Frequently asked questions

See also

• Invoice statuses
• Invoice and document numbering
• Automatic payment reminders