As part of the new Concierge module, we have hot update for you:
Sending an invoice by email via a function in the document.
Within the Concierge module it is possible to set up an email body template.
Set a new Concierge category for these templates, which you assign in the Concierge settings.
Verify sending activation with customer support department.
Documents are sent every 10 minutes and the user determines which documents he wants to send - by clicking on the function in the document detail Send document to the subject's mail.
Therefore, the attached email template is sent to the customer listed on the document, the document is attached to the email as an attachment.
Are you interested in the Concierge module? Contact your sales representative or customer support department.