Sending Certified E-Invoices to Customers
After successful certification, the certified e-document is included in the transaction record and ready for sending to customers or vendors.
To send certified e-invoices to customers through email:
-
Assign the e-document package with email as the sending channel to the customer or vendor. To learn more, see Creating E-Document Packages and Setting Up an Email Sending Method for E-Documents.
-
Define the email recipients for your customer or vendor. To learn more, see Defining E-Document Email Recipients.
-
Click Send E-Document when you are ready for sending. The SuiteApp uses the sending method selected in the transaction record for sending purposes. After sending the e-document, the status of the E-Document Status field is changed to Sent.