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, then Lists, then click the Customers tab.
Find the customer you want to email and make sure their name and email address are filled in.
Step 2: Set up your email settings
Go to Stores & Files, then Inventory Files.
Click your file, click Edit, then click Purchasing & Vendors.
Click Company Info and fill it in. This controls what shows on the invoice. The company name here shows as the "From" name in the email. Then click Purchasing & Vendors at the top to go back.
Click Email Settings in the Invoice Email Settings row and fill in:
Email Greeting: for example, "Hi {Customer Name}" shows as "Hi John Doe".
Reply-To Email Address: where customer replies go. It starts as your ConnectBooks account email.
Email Subject Line and Email Content: by default the email reads "Please see attached invoice", with the invoice attached as a PDF.
CC Email Addresses (optional): add addresses if you'd like others to get a copy of each invoice email.
Click Save.
Step 3: Preview the invoice PDF (optional)
Want to see exactly what the customer gets before you send it?
Go to ConnectStock, then Sales, then the Invoices tab.
Click the 3 dots next to the invoice and click Download PDF.
Step 4: Send the invoice
On the Invoices tab, click Send to Customer next to the invoice you want to email.
Ignore old or unwanted invoices
To stop older invoices from being emailed:
Click the 3 dots next to the invoice and click Ignore Email, or
Use the checkboxes on the left to select more than 1 invoice, then click Action, then Ignore Emails.
Ignored invoices are marked as Ignored and won't be sent.
Tip: Want to test this before you send to a real customer? Create a test customer with your own email address and send yourself a test invoice to see exactly how it looks.
Frequently asked questions
Why does the Send to Customer column say Missing Email?
That customer has no email address saved. Click Resolve, or go to ConnectStock, then Lists, then the Customers tab, and add it.
Where do customer replies go?
To the Reply-To Email Address in Email Settings. It starts as your ConnectBooks account email.
Can I see the invoice before I send it?
Yes. On the Invoices tab, click the 3 dots next to the invoice and click Download PDF.