In Younium there is four different kind of invoice emails.
- Invoices
- Invoice reminders
- Automatic invoice reminders
- Custom invoice reminders
Under Settings>> Invoices >> Invoice settings you can find the configuration for the outgoing invoice e-mails. There are four sections:
- Invoice - the e-mail sent for each outgoing invoice. Also used for the "Re-send invoice" option.
- Invoice reminders - the e-mail sent for manually triggered reminders
- Invoice reminders (Automatic) - the e-mail sent for automatically sent reminders
- Custom invoice reminders
For invoice emails, the invoice is sent to the "Invoice email" and "Invoice CC email addresses" on the Account. Automatic reminders are sent to the "Reminder email", if this field is empty it is sent to "Invoice email".
In addition to plain text, you can include tags which will map data fields from your invoice into the e-mail.
If you include these tags into the message box, the field will be matched and populated with data from your Younium environment.
An example would be to include the following in the message box:
Please see attached invoice: {invoiceNumber}
The available tags are:
{dueDate}
{invoiceDate}
{invoiceNumber}
{yourReference}
{ourReference}
{yourOrderNumber}
{accountNumber}
{accountName}
{balanceAmount}
{subtotalAmount}
{ocrNumber}
When customizing the e-mail please make sure to test them before using them to customers. Please contact Younium helpdesk if you have any questions or think of other information from the invoice you like to provide in the e-mails.