Sending Invoices with Customized Email, Recipient, Attachment, or Date Options

When sending an invoice, Zapfloor allows you to customize a few details before the invoice is sent. Depending on your needs, you can choose a different recipient, customize the email text, add attachments, or adjust the invoice date.

Step 1 : Getting started

1. To get started, open the (draft) invoice you want by going to the billing module. Then open the draft invoices by going to invoices and select from the dropdown menu the draft invoices.

2. The list will open and you can select the draft you want to send out. Simply click on the binocular. The draft will open. After that click on the blue process and send button.

3. The pop up will open. In here you can adjust the following options.

Step 2 : Selecting the different options 

1. Custom attachment

Select the Send email checkbox. The Add attachment button will then appear, allowing you to upload additional documents to send with the invoice.

The invoice PDF itself is always attached automatically. Additional attachments can be added on top of the invoice PDF.

2. Custom date

To use a different invoice date, select the Use custom date checkbox. An additional field will appear where you can select the date you want to use for the invoice.

Once you have reviewed and selected the desired options, click Confirm. The invoice will be send.

3. Recipient

If you want to send the invoice to a different recipient then the default one. Select Use alternate email address. Additional options will appear, allowing you to either select a user from the available list or enter a custom email address manually. After that you can send the invoice out.  

4. Custom email text

To customize the email accompanying the invoice, select Use alternate email text and enter your own message.

If you leave this option unchecked, Zapfloor will use the standard invoice email template configured under Settings > Emails > Templates.

The invoice PDF will always be included as an attachment.

Step 3 : Sending out the invoice

Once you have reviewed and selected the desired options, click the blue Confirm button.  A confirmation message will appear.