Sending a Sales Invoice

This guide explains how to send completed sales invoices and how to include attachments with invoices.

  • Sales invoices can be sent by email, as e-invoices, or as paper invoices through the e-invoicing operator.
  • Instructions for creating a new sales invoice can be found here.
Quick guide
  1. Open the sales invoice you want to send under Actions > Sales Invoices.
  2. Send the invoice by clicking “Send” on the right. You can also send the invoice from the sales invoice list view using the menu at the end of the row (three dots).
  3. In the send view, select “Send by email” or “Send as e-invoice“, verify the details, and send the invoice.

DETAILED GUIDE

1. Sales invoices are found under Actions > Sales Invoices

2. Click to select the invoice you want to send

3. Select “Send invoice” from the right-hand side

4. Sending the invoice by email

  • Select the “Send email” tab.
  • Email — Enter the address to which you want the invoice sent.
  • Message content — You can add a suitable subject and message, or use a pre-saved message template.
  • Attachments — The invoice is automatically attached as a PDF and XML file. You can remove the automatic attachments and add new ones if needed.
💡 Tip: You can edit existing message templates or create new ones under Settings > Environment settings > Message templates.

5. Sending the invoice as an e-invoice

  • Select the “Send e-invoice” tab.
  • Our e-invoicing operator is Apix (instructions for activating e-invoicing can be found here).
  • E-invoices do not have attachments by default, but you can add them in this view. Please note that not all recipients accept attachments on e-invoices.
  • If a business ID has not been saved to the customer’s details and you send the invoice as an e-invoice, it will be delivered to the recipient as a paper invoice.
  • See the price list for e-invoices and paper invoices here.
📢 Note! The customer’s business ID allows the e-invoicing address to be identified automatically. The e-invoicing operator Apix checks based on the business ID whether the recipient has e-invoicing enabled. If no e-invoicing address is found, the invoice will be delivered to the customer as a paper invoice. The system will warn you if a business ID has been entered but the invoice is about to be sent as a paper invoice.

If a customer has more than one e-invoicing address, the warning may appear unnecessarily. In that case, it is advisable to save the e-invoicing address in the customer’s details under Business partners > Customers and suppliers. Once the e-invoicing address is saved, it will be used for sending instead of the business ID.

Other related guides:

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