Set Up Automated Invoice Sending

Introduction

Sending invoices is an essential part of the bill run. After all, your clients need to get notified when a new invoice is raised. OfficeRnD can send invoices automatically when you trigger the automated bill run.

IMPORTANT: When you manually issue an invoice, you need to send it yourself as the system can only automatically send invoices that were generated by the automated bill run.

Procedure

1. Navigate to Settings/Billing/Invoicing tab. 
2. Select the We'll generate invoices: Automatically option
3. Find We'll email invoices and select one of the next two options:
   • Company - if this option is set OfficeRnD will send all invoices to the email, set to the respective company. You can configure it by opening up a company profile, clicking Edit on the top left corner and changing the Email field.
   • Billing Person - if this option is set OfficeRnD will send all invoices to the email, set to the billing person of the respective company. You can read more on what is a billing person and how to assign one to a company here.