How to Email an Invoice or Credit to Your Customers

Once you havecreated an invoice for your customer, you can email the invoice to them through Patriot Software. Be sure that you have added each customer’s email address to their “Info” tab in their customer record before sending invoices by email. You can also email a credit after you haveissued a credit to your customer.

定制客户邮件模板

Before you send an invoice or credit via email, you can customize the email template that you’ll use to email each customer.

Accounting Premium customers can also customize the layout and add an accent color to invoices. SeeCustomizing Your Invoice Templatefor details.

Not sure what to say when sending an invoice via email? Check out our blog posts about creatinginvoice payment terms这可能有助于你的现金流。

Go toSettings > Accounting > Email and Document Templates > Invoice Templatesto customize your email template when you mail invoices to your customers.

Go toSettings > Accounting >Email and Document Templates >Credit Memo Templatesto customize your email when you email a credit to your customers.

You can insert “data tags,” which are standard pieces of information from the invoice/credit, into the subject line and body of your email. The default template already uses the following data tags, and you can remove or change where they appear in your email:

• Customer Full Name
• Customer First Name
• Customer Last Name
• Invoice Number (or Credit Number)
• Invoice Date (or Credit Date)
• Invoice Due Date
• Balance Due – This includes any partial payments already made.
• Company Name

Your Email Address
The email will be sent from the email address “invoices@PatriotSoftware.com.” The email address name will be customized with your business name and will read “On behalf of [your business name]. However, if your email recipient replies to the email, the reply will be sent to your email address. By default, this will be your email address on record in your Patriot account. You can change this, if needed. You won’t be able to insert any data tags here.

Email Subject
You can customize your email subject line, and insert any data tags by placing your cursor in the location that you want to insert, and click the data tag from the menu above.

Email Body
您可以自定义您的电子邮件消息，并使用任何数据标签。通过将光标放置在要插入标记的位置，插入新的数据标记。然后单击要插入的数据标记。请确保在数据标签前和/或后留出一个空间，以便它在电子邮件中的格式正确。

Select business name display on invoices

This field will showonlyif your tax filing name is different than your company name. You can choose to display your tax filing name, your DBA, or both. Select the radio button of the business name you would like displayed on your invoices.

Emailing an Invoice to Your Customers

在为客户创建发票之后，您将看到一个确认页面，其中有针对该发票的各种操作的链接。点击“邮件”。您也可以选择“电子邮件”操作Reports > Accounting > Customer Reports > Invoices.

You will see a preview of the email to be sent to your customer, which will use the format you had set up in the Templates page. The email will automatically fill in the address(es) that are on the customer record. You can send this email to include up to five different email addresses. A PDF document of the invoice will be attached to the email.

You can also allow your customers to pay you with a credit card, and a link to pay will be included in the email. For more details, see接受客户发票上的信用卡付款。

You can still customize the content of this particular email, if needed. When you are ready to send, click “Send Email.” An email will immediately be sent to your customer with the invoice attached. You can view the status history with the date and time you sent the email.

Emailing a Credit to Your Customers

After you havecreated a credit for your customer, you will see a confirmation page with links to various actions for this credit. Click “Email.” You can also find a customer credit by going to the customer record and clicking the “Credits” tab.

You will see a preview of the email to be sent to your customer, which will use the format you had set up in the Templates page. The email will automatically fill in the address(es) that are on the customer record. You can send this email to include up to five different email addresses. A PDF document of the credit memo will be attached to the email.

You can still customize the content of this particular email, if needed. When you are ready to send, click “Send Email.” An email will immediately be sent to your customer with the credit memo attached. You can view the status history with the date and time you sent the email.

发票和信用邮件都将由爱国者软件的电子邮件服务器发送，所以它们不会出现在你自己的“已发送项目”电子邮件中188金宝慱平台。电子邮件将从“invoices@PatriotSoftware.com”地址发送给您的客户，如果您的客户回复电子邮件，“回复”电子邮件将是您的电子邮件首选项中输入的电子邮件地址，或在电子邮件预览页面中自定义的电子邮件地址。因此，您将收到任何回复，从您的客户为这封电子邮件。