📝 How do I set up Emails to be Sent for Workshop Invoices?

Question

How do I set up Emails, to be sent as Workshop/ Parts invoices?

Answer

If when producing an invoice you would like an email to automatically send or the invoice to be printed, these options will need to be enabled within CRM > Parameters > Communications : 

Before this can be done, a HTML/Email will need to be set up within CRM > Parameters > Communications > Email, against 'invoicing' - see guide:  📝 How To Edit An HTML/Email?

Once this has been done:

To set up email or printing for a Workshop Invoice, you will first need to go CRM > Parameters > Communications > Workshop > Invoicing tab: 

Here, you will need to fill in all the relevant fields and set up an email address for invoice emails to come from. 

To set up invoice emails for a parts invoice, the process is the same but you would need to go to: CRM > Parameters > Communications > Parts, and fill in the same fields here: 

One last thing to check would be whether the account your invoicing has Print/Email enabled, to check this you would need to go to:  Accounts > Sales Ledger > Transaction Accounts, search the relevant account, scroll down to invoicing, select amend and set 'Invoice Delivery' as either Print/Email or Both.

Once all of these settings have been checked, you should see the Print/Email option within your relevant Workshop/Parts invoice: