The e-invoice is an electronically delivered invoice to your contact once you record an invoice transaction using Bukku. Your customer will receive the invoice in real-time after you click on save & send.
Follow the steps below to send an e-invoice to your contact.
1. Record your new sales transaction. You may refer to the article here. Or you can Open the existing Sale Invoice transaction by going to the Sales -> Invoice -> View.
2. Click on Send Email.
3. Review the Email To, CC, Subject, Personal Message and Form Design. Tick the Attach PDF if needed, and click on Send.
4. Go back to the Invoice list and you can monitor the email that you send to your customer by clicking on the email status.
5. Email Send.
Your Customer Side
On your customer side, they have received the e-invoice from you.
Your Side
You can see the details of the email you send to your contacts as per below:
Email
From Design
Status
Date & Time
Refer to the status, it stated as sent. Meaning that your email successfully sends to your contact.
6. Customer open the email.
Your Customer Side
Once your customer click to open the email, it will showing as per below
Your Side
On your side, the status now changed to Email Open. System also gives you the details of Email Opened Date & Time.
7. Customer View the email.
Customer Side
The invoice that you send to your customer will look like below ( depending on your form design).
Your Side
On your side, the status now changed to Transaction Viewed. System also gives you the details of what is the Viewed Date & Time.
With this feature, it will help you to monitor your customer activity and make it easy for you to collect money from your customer.