Send the invoice as an email attachment directly from Severa. To send an invoice, open the invoice in the system, for example, from the Invoices view:
Open the invoice by clicking the invoice number
Click Send invoice by email at the top of the Invoice page
Specify Recipient, Copy, and Blind copy. You can select the recipient from the account contacts or manually enter the invoice recipient's email in the field.
Add the Subject of the message and format the message to be sent with the file. You can manage message templates in the company's settings Preferences > Invoicing.
When you are ready, click Send
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*This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.
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