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Assuming you already have a recurring Sales Receipt template setup (*) for a customer and that recurring template shows an email address for the customer, you will need to do the following.
From the home page screen:
left navigation bar
From the customer center page, select a customer
Select “Edit” button (upper right corner) or Go to the “Customer Details” tab (default set is Transaction List) and click the “Edit” button
Go to the “Payment and billing” tab
Set the “Preferred delivery method” to “Send Later”
This updates the customers delivery method to email and the “Scheduled” recurring sales receipts will automatically run and send emails to customers.
* Creating recurring Sales Receipt Template – from the home page screen > company gear (upper right corner) > lists > recurring transactions > new > transaction type > sales receipt > OK > template name for a customer and fill out the information.
Yes. To see which invoices were sent and viewed by clients:
From the home page screen
Left blue navigation bar
Under Type select Invoices
Under the column Status* (between total and action), invoices that have been sent electronically are labeled Sent.
– (Open Sent) labeled for recent Invoice payment not due yet
– (Overdue Sent) labeled for invoice past payment due date
– (Open view) labeled for invoice actual viewed by client
*In case STATUS column is blocked adjust column-width a bit.
You can click any actual invoice and under activities at bottom, sent and viewed (if viewed by client) will have date and time information.
Click on the screenshots below to enlarge them
You can also receive an emailed copy of each invoice you send out.