Note: The PDF invoice document can only be modified by generating a new version as long as the outgoing invoice has not yet been sent. Once it has been sent, this is no longer possible.
Requirements
Email sending has been set up for the company
Email delivery has been enabled for the customer
Email delivery has been set up for the customer
The invoice document has been generated
Procedure in the FM Portal
Path to the starting point: Property Management - Property Accounting/Cost Entry - Outgoing Invoices - Outgoing Invoices
Open the record for the outgoing invoice that you want to prepare for automatic dispatch.
In the toolbar under Workflow, click Electronic Dispatch (document is created).
Select the date from which the invoice is to be sent and confirm the details.
The invoice will be sent the next time the timer job “GL_MAIL_Queue” runs, provided the customer’s email settings are correct. After sending, the send time is displayed in the Sent On field.