Emailing invoices directly from Visma Severa is a good option for customers who are not using electronic invoicing or financial integrations. Invoice is attached in the email as PDF including all it's attachments.
Invoice can be emailed by selecting Attach to email found under More actions button.
You can choose recipients (Send to, Copy to, BCC to) from customer card's contacts that have an email address and from your own organization. If you see a lock icon on top of the person that person does not have email address in use and cannot be therefore chosen. You can also add new recipient in this view by writing the email address and selecting Add email "".
Choose all recipients and check the subject and message. Invoice PDF can be seen as a link on to bottom of the send view and can be opened fro review before sending.
Oliko tästä vastauksesta apua?Send feedback