{"id":15357,"date":"2024-09-03T14:04:05","date_gmt":"2024-09-03T11:04:05","guid":{"rendered":"http:\/\/support.simplbooks.ee\/?post_type=ht_kb&#038;p=15357"},"modified":"2025-10-02T15:45:11","modified_gmt":"2025-10-02T12:45:11","slug":"sending-sales-invoices-via-email","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.ee\/en\/kasutusjuhendid\/sending-sales-invoices-via-email\/","title":{"rendered":"Sending sales invoices via email"},"content":{"rendered":"<p>Invoices that have been created can be sent out from the SimplBooks system to the client&#8217;s email address, and various files can be attached to the letter.<\/p>\n<span class=\"su-label su-label-type-success\">\u25cf<\/span> Create a <span id=\"su_tooltip_69d72cd20d9dd_button\" class=\"su-tooltip-button su-tooltip-button-outline-yes\" aria-describedby=\"su_tooltip_69d72cd20d9dd\" data-settings='{\"position\":\"top\",\"behavior\":\"hover\",\"hideDelay\":0}' tabindex=\"0\">sales invoice<\/span><span style=\"display:none;z-index:100\" id=\"su_tooltip_69d72cd20d9dd\" class=\"su-tooltip\" role=\"tooltip\"><span class=\"su-tooltip-inner su-tooltip-shadow-no\" style=\"z-index:100;background:#FFFFA3;color:#555555;font-size:14px;border-radius:0px;text-align:left;max-width:300px;line-height:1.25\"><span class=\"su-tooltip-title\"><\/span><span class=\"su-tooltip-content su-u-trim\">read here about adding an invoice<\/span><\/span><span id=\"su_tooltip_69d72cd20d9dd_arrow\" class=\"su-tooltip-arrow\" style=\"z-index:100;background:#FFFFA3\" data-popper-arrow><\/span><\/span> and save it. Select <strong>&#8220;Send invoice out&#8221;<\/strong> from the <strong>Actions menu<\/strong>. If desired, you can mark this option as a favorite, and it will then be visible next to the Actions menu button. If the invoice has already been sent and you want to send it again, choose <strong>&#8220;Send invoice again.&#8221;<\/strong><\/p>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/01-m\u00fc\u00fcgiarve-saatmine-eng.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-18001 aligncenter\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/01-m\u00fc\u00fcgiarve-saatmine-eng.png\" alt=\"\" width=\"409\" height=\"404\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/01-m\u00fc\u00fcgiarve-saatmine-eng.png 409w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/01-m\u00fc\u00fcgiarve-saatmine-eng-300x296.png 300w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/01-m\u00fc\u00fcgiarve-saatmine-eng-50x50.png 50w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/01-m\u00fc\u00fcgiarve-saatmine-eng-60x60.png 60w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/01-m\u00fc\u00fcgiarve-saatmine-eng-320x316.png 320w\" sizes=\"auto, (max-width: 409px) 100vw, 409px\" \/><\/a><\/p>\n<p><em>If you want to view the invoice before sending it out, click <strong>&#8220;View invoice as PDF&#8221;<\/strong> in the<strong> Actions menu<\/strong>. If needed, you can save the file and send it separately via another email program.<\/em><\/p>\n<span class=\"su-label su-label-type-success\">\u25cf<\/span> The email enhancement view will open:<\/p>\n<ul id=\"mce_22\" class=\"editor-rich-text__tinymce mce-content-body\" role=\"textbox\" contenteditable=\"true\" aria-label=\"Kirjuta loend...\" aria-autocomplete=\"list\" aria-multiline=\"true\" data-is-placeholder-visible=\"false\">\n<li>If the client card has an email address specified, it will be added as the recipient address. You can change it or add another address if desired <strong>(1)<\/strong>.<\/li>\n<li>Choose a suitable letter template; if necessary, you can make additions to the content of the letter <strong>(2)<\/strong>. Templates can be added and modified under<strong> Settings -&gt; Environment Settings -&gt; Mail templates<\/strong>.<\/li>\n<li>The invoice will be prepared in both PDF and XML (e-invoice) formats if possible, and both will be attached. By clicking the checkbox next to the file, you can remove the file from the letter if needed <strong>(3)<\/strong>.<\/li>\n<li>You can attach additional documents to the letter, such as a balance statement or a client transaction summary <strong>(4)<\/strong>. These attachments are not stored in the note history of the letter.<\/li>\n<li>To send the invoice, click the green button on the right &#8220;Send invoice out&#8221; <strong>(5)<\/strong>.<\/li>\n<\/ul>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/02-m\u00fc\u00fcgiarve-saatmine-eng.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18004\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/02-m\u00fc\u00fcgiarve-saatmine-eng.png\" alt=\"\" width=\"1399\" height=\"668\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/02-m\u00fc\u00fcgiarve-saatmine-eng.png 1399w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/02-m\u00fc\u00fcgiarve-saatmine-eng-300x143.png 300w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/02-m\u00fc\u00fcgiarve-saatmine-eng-768x367.png 768w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/02-m\u00fc\u00fcgiarve-saatmine-eng-1024x489.png 1024w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/02-m\u00fc\u00fcgiarve-saatmine-eng-50x24.png 50w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/02-m\u00fc\u00fcgiarve-saatmine-eng-920x439.png 920w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/02-m\u00fc\u00fcgiarve-saatmine-eng-600x286.png 600w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/02-m\u00fc\u00fcgiarve-saatmine-eng-320x153.png 320w\" sizes=\"auto, (max-width: 1399px) 100vw, 1399px\" \/><\/a><\/p>\n<p><em>The sales invoice file in e-invoice (XML) format will be created if the necessary conditions for e-invoice creation are met (client registration code and address fields are completed).<\/em><\/p>\n<p><em>For additional questions, please email us at <a href=\"mailto:support@simplbooks.ee'\">support@simplbooks.ee<\/a><\/em><\/p>\n","protected":false},"author":426,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht_kb_category":[963],"ht_kb_tag":[834,846,847,587],"class_list":["post-15357","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-sales","ht_kb_tag-email","ht_kb_tag-invoices","ht_kb_tag-pdf","ht_kb_tag-sales"],"_links":{"self":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/15357","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/users\/426"}],"replies":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/comments?post=15357"}],"version-history":[{"count":5,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/15357\/revisions"}],"predecessor-version":[{"id":18076,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/15357\/revisions\/18076"}],"wp:attachment":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/media?parent=15357"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_category?post=15357"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_tag?post=15357"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}