Sending invoices
Send a saved document by email
Open a saved document and choose Send by email to review recipients, message text, and attachments.
Recipients and copies
Recipient addresses come from the customer record. The address from “CC Email” in My company is added to “Copy (CC)” automatically and can be changed before sending.
Document language and attachments
- Choose PDF, e-invoice XML for invoices, Basic CSV, or DATEV CSV, and add up to five extra files of no more than 25 MB each.
- The language selected in the customer record is used for the PDF and the email text sent to that customer. EN and DE are available for customer documents.
Interface and customer document languages
Interface and document languages are separate
Select the EN, DE, or RU interface language in Settings. Choose the document and email language separately in each customer record.
Customer PDF and email language
- In the customer record, select EN or DE for PDFs and emails intended for that customer.
- For a new customer, Facturio automatically suggests DE when the interface is German; otherwise it suggests EN. You can change the selected language in the customer record.
Settings
Facturio and SMTP sending
Choose Facturio or SMTP sending. SMTP includes server, port, encryption, username, password, and a test email and requires Business access.