How to automatically email Sales Invoices created in ApprovalMax to a customer (QuickBooks Online)
For QuickBooks Online Sales Invoices created in ApprovalMax, you can configure an email that will be sent to the customer once a Sales Invoice has been fully approved. This email is triggered if the checkbox "Automatically email approved Sales Invoice" has been ticked, either manually by the Sales Invoice Requester or automatically.
The Sales Invoice Requester is responsible for this procedure. To initiate the process, they need to fill in the email form located at the bottom of the Sales Invoice creation form:
After the final approval a PDF document as well as any attachments that have been added to the email form (see the Attachments to Customer section) will be sent with that email.
Such Sales Invoices will be emailed to the customer as soon as the approval process has been completed successfully.
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