Step 1: Add an Email Address for Your Customer Each customer needs an email address saved in ConnectStock before you can email them an invoice.
Go to ConnectStock → Lists.
Find the customer you want to email and make sure their name and email address are filled in.
Step 2: Configure Your Email Settings
Go to Stores & Files → Inventory Files → File Settings.
In the left panel, click Purchasing & Vendors.
Click Company Info — this controls what appears on the invoice, and the company name here will show as the "From" name in the email.
Click Email Settings and configure the following:
Email greeting — e.g., "Hi {Customer Name}" will appear as "Hi John Doe"
Reply-to address — where customer replies will be sent (defaults to your ConnectBooks account email)
Subject line and message — by default the email reads "Please see attached invoice" with the invoice attached as a PDF
Step 3: Add CC Recipients (Optional) At the bottom of Email Settings, you can add CC email addresses if you'd like others to receive a copy of each invoice email.
Step 4: Preview the Invoice PDF (Optional) Want to see exactly what the customer will receive before sending?
Click the three dots next to the invoice and select Download PDF.
Step 5: Send the Invoice
Go to the Invoices page.
Click Send to Customer next to the invoice you want to email.
Ignoring Old or Unwanted Invoices To prevent older invoices from being emailed:
Click the three dots next to the invoice and select Ignore Email, or
Use the checkboxes on the left to select multiple invoices, then click Action → Ignore Email.
Ignored invoices will be marked accordingly and won't be sent.
Tip: Want to test this before sending to a real customer? Create a test customer using your own email address and send yourself a test invoice to see exactly how it looks.