This guide outlines how to send invoices to your customers by email. The following instructions will show you how.
🗒️Note - You can only email an invoice if it has been generated for the job. See the adding and editing jobs article for instructions on generating an invoice. Once generated you can send the Email from the Invoice/Job screen as explained below.
We have 2 different options to attach Invoices to an email...
Method 1 - Sending from the Invoice List
Select the Invoice List in the Jobs section of the side-menu:
Select the Invoices you’d like to send and tick the checkbox next to each.
Press the Send Email button to open the bulk email screen, confirm recipients and click Next
If a customer has additional contacts set up, a + icon appears next to their name. Click it to expand their row and see their additional contacts. You can tick or untick individual contacts before proceeding. Read more in the Additional Contacts in Auxo Workshop article.
Select the Template - the “Send Invoice” template should be pre-selected for your convenience
Ensure the Include Invoice option is ticked
Click Send (bottom right) to send the email(s).
Method 2 - Sending Invoice from Within the Job or Invoice Screen
Open the Job or Invoice you wish to send (this could be from the Job List, Invoice List, Workboard or Calendar)
In the bottom right corner, hover your mouse over the Invoice button and select Email Invoice
This will open the Send Email screen
Your default Invoice Email template will be selected, but you can choose a different template if required, edit the recipients and/or edit the content of the email
Click the Send button in the bottom right corner to email the invoice to your recipient(s)
📝 Notes:
You can add or remove email addresses on the recipient list before sending. If the customer has additional contacts set up, relevant contacts may be pre-populated automatically. Read more in the Additional Contacts in Auxo Workshop article.
To send yourself copies of all emails sent from Auxo, use the CC and BCC options in the email section in Settings > System Configuration.
Checking Whether an Invoice Has Been Sent
To confirm whether an invoice has been emailed to a customer, open the customer record and check their Communication History.
Go to Contacts > Customers and open the relevant customer record
Scroll down to the Communication History section
Look for an entry matching the invoice — each entry shows the date and time sent, the email subject line, and the vehicle registration it relates to
Select the arrow on the right of the entry to expand it and view the recipient address and the full email content
📝 Note: Communication History records all emails and SMS messages sent from Auxo Workshop for that customer. Read more in the How to Edit Customer Details article.