Issued invoices can be sent to the client directly from Allfred. The invoice is sent to a defined billing e-mail address (see How to set multiple email addresses). It is also sent to the client’s contact person for the project and to a responsible project manager.
You can send the invoice via Invoice Actions on the page "Outgoing invoices" - Send invoice. The invoice can be resent.
The text of the e-mail notification is prepared according to the agreement. If you want to change them, please get in touch with [email protected].
You can also resend multiple invoices at once. Simply mark the invoices via the checkbox and use Bulk actions to resend invoices.
Sending invoices from an automated invoicing plan
If the invoice is being issued through an automated invoicing plan, sending is not configured here but directly within the invoicing plan itself, in the "Automated invoice sending" section. See Automated Invoice Sending for setup steps.
Naming the invoice attachment
The PDF attached to the sent e-mail follows a file name template that you can customize (e.g. using placeholders for invoice number, date, company, or client name). See How to Set Up Invoice Attachment Name Templates for details.