Emailing Documents
How to attach external documents when emailing Sales Orders, Sales Invoices, etc
When emailing a Sales invoice or other CustomBooks™ document, it is possible to attach external documents to the email. Attaching external documents In the document, click Print (instead of email). The print preview screen appears. Click the Send ...
Viewing Email Logs
We keep a history of all emails sent through CustomBooks™ and you have access of these historical records if you need them. On your dashboard, click Email Logs (see figure 1, on the far right) and then click the Data button in the middle (see figure ...
My logo is not showing up when emailing my Purchase Order, Sales Invoice, etc. Where is all of the detail?
The details of the document being sent will be in the email attachment. The email itself is a summary including your Company name, the receiver's company name and the total of the document. If the image is not being shown, refer to the instructions ...
Removing the Make Payment Link from Emailed Sales Orders and Sales Invoices
Overview The Make Payment link appears in emailed Sales Orders and Sales Invoices when a payment integration such as Stripe or Nuvei is connected to your CustomBooks™ account. If you no longer want customers to make payments directly from emailed ...