How to send an invoice with a Notice
Posted by Cameron Telfer, Last modified by on 28 April 2016 10:22 AM

Attaching an invoice with a notice is used when sending reminders to customers needing a copy of the invoice together with the e-mail or letter being sent. An overdue notice can be sent to a customer saying that they have X amount owing and attached is an invoice with payment details. These are useful in most cases that require payment from the customer as it directs them to pay.

Overview of steps:

  1. Navigate to: Opening the Notice
  2. Attaching the Invoice

Step 1. Navigate to: Opening the Notice

Begin by opening your notices through the Notice Plan menu item. Double click the notice you wish to have a invoice attached to.

Step 2. Attaching the Invoice

  • Attach the Invoice. Change the highlighted field to always include a invoice.

Step 3. Save

  • Select OK to save and close the notice
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