How to Email an Invoice or Credit to Your Customers

一旦有了created an invoice for your customer，您可以通过爱国者软件将发票发送给他们。vwin彩票开户在通过电子邮件发送发票之前，请确保您已将每个客户的电子邮件地址添加到其客户记录中的“信息”选项卡中。您也可以在有电子邮件issued a credit to your customer.

Customizing Your Customer Email Template

在通过电子邮件发送发票或信用额之前，您可以自定义电子邮件模板来发送电子邮件。

会计高级客户还可以自定义布局，并为发票添加重音颜色。看Customizing Your Invoice Template有关详细信息。

不t sure what to say when sending an invoice via email? Check out our blog posts about creatinginvoice payment termsthat could help your cash flow.

Go toSettings > Accounting > Email and Document Templates > Invoice Templates当您将发票邮寄给客户时，请自定义电子邮件模板。

Go toSettings > Accounting >Email and Document Templates >贷方备忘录模板to customize your email when you email a credit to your customers.

You can insert “data tags,” which are standard pieces of information from the invoice/credit, into the subject line and body of your email. The default template already uses the following data tags, and you can remove or change where they appear in your email:

• Customer Full Name
• 客户名字
• Customer Last Name
• 发票号（或信用号码）
• Invoice Date (or Credit Date)
• Invoice Due Date
• Balance Due – This includes any partial payments already made.
• 公司名称

Your Email Address
The email will be sent from the email address “invoices@PatriotSoftware.com.” The email address name will be customized with your business name and will read “On behalf of [your business name]. However, if your email recipient replies to the email, the reply will be sent to your email address. By default, this will be your email address on record in your Patriot account. You can change this, if needed. You won’t be able to insert any data tags here.

电子邮件主题
您可以自定义电子邮件主题行，并通过将光标放置在要插入的位置，然后从上面的菜单中单击数据标签来插入所有数据标签。

Email Body
You can customize your email message and use any of the data tags. Insert a new data tag by placing your cursor in the location you want to insert the tag. Then click the data tag you want to insert. Be sure that you leave a space in front of and/or after the data tag so that it formats correctly in the email.

在发票上选择业务名称显示

This field will showonlyif your tax filing name is different than your company name. You can choose to display your tax filing name, your DBA, or both. Select the radio button of the business name you would like displayed on your invoices.

Emailing an Invoice to Your Customers

为客户创建发票后，您将看到一个确认页面，该页面带有指向此发票的各种操作的链接。点击“电子邮件”。您还可以从中选择“电子邮件”操作报告> Accounting > Customer Reports > Invoices.

You will see a preview of the email to be sent to your customer, which will use the format you had set up in the Templates page. The email will automatically fill in the address(es) that are on the customer record. You can send this email to include up to five different email addresses. A PDF document of the invoice will be attached to the email.

You can also allow your customers to pay you with a credit card, and a link to pay will be included in the email. For more details, seeAccepting Credit Card Payments on Customer Invoices.

如果需要，您仍然可以自定义此特定电子邮件的内容。准备好发送时，单击“发送电子邮件”。随附的发票将立即发送给您的客户。您可以使用发送电子邮件的日期和时间查看状态历史记录。

Emailing a Credit to Your Customers

有了创建了一个客户, you will see a confirmation page with links to various actions for this credit. Click “Email.” You can also find a customer credit by going to the customer record and clicking the “Credits” tab.

You will see a preview of the email to be sent to your customer, which will use the format you had set up in the Templates page. The email will automatically fill in the address(es) that are on the customer record. You can send this email to include up to five different email addresses. A PDF document of the credit memo will be attached to the email.

如果需要，您仍然可以自定义此特定电子邮件的内容。准备好发送时，单击“发送电子邮件”。随附的信贷备忘录将立即发送给您的客户。您可以使用发送电子邮件的日期和时间查看状态历史记录。

发票和信用电子邮件都将由爱国者软件的电子邮件服务器发送，因此它们不会出现在您自己的个人“发送项目”电子vwin彩票开户邮件框中。这些电子邮件将从地址“ invoices@patriotsoftware.com”发送给您的客户。如果您的客户回复了电子邮件，则“回复”电子邮件将是您在电子邮件首选项中输入的电子邮件地址，或在电子邮件预览页面上进行自定义。因此，您将收到客户的任何答复此电子邮件。