Print or send invoices

To print or send an invoice document by email, click on Generate document, from inside the invoice.

The screen is divided into two parts.

On the right, you can see the document preview, updated with the language and settings selected on the left panel.

Let's see the fields one by one:

1. Action - You can select an action between send and print.

2. Language - You can specify the language of the document; this influences the text of the document itself, and the subject of the email suggested by Sengerio (see below).

If you are sending an email there are also other fields:

1. From - The sender of the email can be chosen from among those that Sengerio suggests automatically or they can be entered manually.

In both cases, Sengerio remembers the choice the next time an invoice is sent.

The suggested values are the name and email registered on your user data and, if available, names and emails recorded on the data of the account or subaccount selected for the specific invoice.

It is important to know that the sender must be written in the form name<email> and that you can also modify only one of the two parts individually.

2. To - The recipient of the email can be chosen from among those that Sengerio suggests to you automatically or it can be entered manually (even more than one).

The suggested values are related to the name and email of the customer of the invoice, and to the contacts registered on that same customer.

Alternatively, you can also specify an email address manually.

3. Cc and Bcc - These fields are visible once selected on the corresponding label just below the email subject field.

If shown, they follow the same logic as the To field.

4. Subject - The subject of the email is automatically suggested to you by Sengerio based on the invoices you are sending and the selected language, but you can change this at any time.

5. Canned email - By pressing on the corresponding label you can choose one of the canned emails registered for the selected language, and its text will fill the body of the email.

To define a canned email for a certain language, after selecting that language, press on the label and finally on the pencil.

In the window that opens you can edit, add or delete any canned email (relating to invoices and the selected language).

6. Body - This is simply the text of the email that will be sent.

All printed or sent documents are saved in the records which you can see at any moment.

Access an invoice and click on Generated documents to see those relative to that specific invoice.

In the list, an icon tells you if the document has been printed or sent by email, and you are able to open the document by clicking on the row.

If it is an email, you can also see the email text and follow its events (for example, if it has been delivered or not, and when), by clicking on the little rectangle with three dots.

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Sengerio SUPPORT | 2023