How to Email Invoices

Owned by Michelle Cabaya (Unlicensed)
May 13, 2022

You can email invoices from X Dispatch. To customize an invoice format see Invoice Formats - New / Edit Invoice Format.

Set Up Customer Accounting Information

The Billing Contact Email and Email invoice detail format must be set for the customer(s) you would like to invoice. 

  1. Go to Maintenance > Customers.
  2. Double-click on a customer you would like to invoice.

  3. Click on the Accounting tab.

  4. Under Billing Contact, enter the E-mail address where invoices should be sent.

  5. Check the box in front of Email invoice detail format and choose the format.
    • Data spreadsheet will attach a spreadsheet containing the invoice information.
    • Use print format will attach a .pdf version of the invoice selected in the Print invoice detail format field.
    • Use custom invoice export (available only if you have custom formats on your system) allows you to choose from a list of export options to attach. 

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Email Invoices on The Batch Level

  1. Go to Action > Invoices > Invoice Center.
  2. Expand the Batches section by clicking on the + sign in front of "Batches".
  3. Right-click on the billing cycle/invoice batch you would like to email.
  4. Select Email Invoice(s).

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Email a Single Invoice

From the Customer Record

  1. Go to Maintenance > Customers.
  2. Double-click on a customer you would like to invoice.
  3. Click on the Invoices tab.
  4. Right-click on the invoice you would like to email.
  5. Select Email Invoice.

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From the Invoice Center

  1. Go to Action > Invoices > Invoice Center.
  2. Expand the Single Invoices section by clicking on the + sign in front of "Single Invoices".
  3. Right-click on the invoice you'd like to email.
  4. Select Email Invoice(s).

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