Making Invoicing Easier
Sending out invoices can sometimes be time-consuming, especially when manually filling in email fields.
To reduce the effort required, you can set up default email addresses in your document templates, ensuring that email fields are automatically filled when you send an invoice.
Adding Emails to Document Templates
To make invoicing faster, you can assign default email addresses that will automatically appear in the TO, CC, and BCC fields.
1) Navigate to Document Templates
Go to Settings > Document Templates.
2) Select a Template
Choose the template you want to edit.
3) Add Default Emails
Add the desired email addresses to the template in the Email section and save the changes to the document template.
From now on, when you create an invoice using this template and click "Send to client," these addresses will be pre-filled.
Filling Recipients
You can also use the Fill Recipients feature when sending an invoice:
How it Works
Clicking the "Fill recipients" link will automatically populate the TO, CC, and BCC fields with the email addresses used in the previous invoice sent to that client. This allows you to quickly reuse the same set of recipients without manually inputting them each time.
Important Note
The email list will not automatically pull from the document templates' default settings but will instead rely on the last-used recipient list for that client.
Using Dropdown Menus
If the pre-filled or Fill Recipients options don’t meet your needs, you can manually select emails using the dropdown menus in each email field.
Dropdown Options
Company Emails
Choose from emails entered in the company’s information.
Associated Contacts
Select from all emails linked to people associated with that company.
This approach allows you to ensure that the correct recipients are always selected.
Note for Trial Organizations
For those in trial mode, you will only see your own email listed in the recipient field.
Due to security measures, you won’t be able to add additional recipients until you move beyond the trial phase.
