Send invoices

In the Send Invoice panel, you can enter information to send invoices to your customers.

Notes

You can send only saved invoices. If you change a sale, you have to save the sale before you can send the invoice to your customer.
If you do not issue invoices through OnBalance or have not issued an invoice for a sale yet, your customer will receive the sale with the installment and payment information.
If you issue invoices, and an invoice is in the process of being issued, your customer will receive the RPS document.
If the status of the invoice is Authorized, the customer will receive the invoice.

In the Sales screen,

To open the Sales screen, click Sales in the navigation panel.

For more information, see Sales.

click Actions > Issue Voucher > Send Email for the invoice you want to send.

Note: You can filter invoices by date and status in the Sales screen.
Enter or change the customer's email address, if necessary.
Notes
- OnBalance automatically completes the Email Address field if you previously entered that information for the customer.
- If you want to change the customer's existing email address in your records, mark the Save Email checkbox.
Update the Subject or Message field, if desired.

Note: If you change the Message field, the information you entered in the Sales Options screen does not change. If you want to change the message for future use, you need to change the information in the Sales Option screen.
Click Send.