Common actions

Export

You can export the outgoing invoice in two ways:

Send e-mail

1. Open the outgoing invoice you want to export.

2. Click Export

3. Select Send e-mail.

4. Specify the recipient.

Activate Update document e-mail address with specified address if you want to replace the credit note e-mail with the new e-mail.

Document contact e-mail

This is the e-mail specified in the credit note properties and is taken from the business partner details.

E-mail text

You can specify the text to be displayed in e-mails. To do this, follow these steps:

1. Activate the option Specify e-mail text.

2. Enter your text in the field E-mail text.

You can save the specified text as a template and use templates to speed up your work with e-mail texts.

Attachments

You can attach previously uploaded files or upload files directly when sending an e-mail.

To attach a file, follow these steps:

1. Activate the option Attach files.

2. Use the file uploader to upload new files or select previously uploaded files.

5. Click Send

Download file

1. Open the outgoing invoice you want to export.

2. Click Export

3. Select Export PDF.

Internal remark

You can add an internal remark to the outgoing invoices.

1. Open outgoing invoices.

2. Select the outgoing invoices you want to add the remark to.

3. Click Edit

4. Click Remark

5. Enter the remark.

6. Click Done

Once youʼve added the remark, it will be displayed in the credit note and on the credit notes list.

Save as template

You can save an outgoing invoice as a template.

1. Open an outgoing invoice.

2. Click More actions

3. Select Save as template.

4. Enter the template name.

5. Click Save