This article explains how to configure and enable automatic invoice delivery for customers in Qondor. You’ll learn how to set up the relevant settings and ensure that all issued invoices are automatically sent to your customers at the chosen intervals.
ENABLE AUTOMATIC INVOICE DELIVERY IN SETTINGS
To begin, you need to allow automatic invoice delivery for either global customers or office-specific customers. Contact us to activate and setup this feature!
SET UP AUTOMATIC INVOICE DELIVERY FOR CUSTOMERS
Once automatic invoice delivery is enabled in the relevant office settings, you can configure it for individual customers.
When creating or editing a customer, you can now set up automatic invoice delivery.
Locate the Invoice email address field.
Select the appropriate recurrence from the new Automatic invoice delivery dropdown. Options include:
Disabled (default for new and existing customers)
Every Monday
1st and 16th of every month
1st of every month
INVOICE DELIVERY PREVIEW
If automatic invoice delivery is enabled for a customer, the system will display relevant details in the invoice preview.
Scroll to the bottom of the Invoice preview.
If applicable, you will see a section titled Send to the following recipients:
This customer has automatic invoice delivery enabled.
Recurrence: Displays the selected recurrence
Recipient: Shows the customer’s invoice email address.
Automatic invoice delivery is active if all of the following conditions are met:
There is an actual invoice (invoice specifications are not sent automatically).
The customer’s Automatic invoice delivery is set to something other than Disabled.
The Invoice email address is specified.
AUTOMATIC INVOICE DELIVERY PROCESS
Once set up, invoices will be automatically sent based on the specified recurrence
Frequency: Emails are sent at 5:30 AM in the office’s time zone on specified days (depending on the selected recurrence).
Recipients: One email is sent per customer per office (a global customer can belong to multiple offices).
Content: Each email includes all invoices issued to the customer during the applicable period (defined by the recurrence).
No invoices?: If no invoices were issued during the period, no email is sent.