Can a Sales Invoice created and approved in ApprovalMax get sent to the customer by email afterwards?
If a Requester did not activate the checkbox Automatically Email Sales Invoice to the Client and their Sales Invoice has now been authorised, they can still send this approved Invoice to the customer.
To do so, download the Sales Invoice as a PDF file and email that to the customer:
To do so, download the Sales Invoice as a PDF file and email that to the customer:
This also applies to Invoices created in Xero and pulled to ApprovalMax.
Alternatively, Sales Invoices can be emailed to a customer from Xero:
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