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How to Send Invoices

  • Updated

Set-up automatic emails or send invoices manually

In Ollie Order there are multiple ways you can send your customers copies of their invoices (both DOC #60 and DOC #55's).

 

Automatically Send Invoices

For every customer on your account, you can add one email address that will automatically receive email with order status updates and invoices. To do that, go to Customers > Customers > select customer > Details.

Under the Customer Relationship Details section, you can add one email address and it will automatically save that for you as a default, every time an order is created for that customer.

 

Customer email.png

Manually Send Invoices

Option 1:

From the main Order index, a PDF of the invoice associated with an order can be found on the far right column. You can download the invoice from this page and add to your own email to send to a customer.

 

Invoice PDF.png

 

Option 2:

From within the order, select the three [...] dots in the top right hand corner. Within that dropdown, select Email Invoice.

 

Email Invoice.png

 

A screen will pop-up allowing you to enter one or more email addresses (separated by commas), a unique subject line and a message. Once you have filled everything out, just click Send Invoice and it will be on it's way!

 

Email Invoice2.png

Sending Invoices FAQ

  1. Can I send multiple customers an invoice?

    Yes! To do so, you will need to manually send the invoice from within the order screen (option 2 above).

     

  2. Can I send customers a copy of the Doc 55?

    Yes! To do so, you will need to manually send a copy from within the Returns Order index:

    Doc 55.png

     

  3. How can I opt out of receiving email notifications?

    Please see the Email Notifications article for assistance.

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