Overview
The Invoicing settings control how invoice emails are sent and managed. This includes setting reply-to email addresses, choosing who receives internal copies, and creating default messages for customer emails.
👥 Access Permissions
Only users with access to Settings can configure or access integrations.. Review user roles before commencing.
📍Location in the app
Settings > Invoicing
Emailing Options
Set up how invoice-related emails are sent and managed.
Customise where invoice email replies are sent
Define the email address that receives customer replies to invoice or partial invoice emails. When a customer replies to an invoice email, the response is delivered to this address.
📝Note
Multiple email addresses can be added using commas with no spaces
(e.g. abc@factory.app,xyz@factory.app).
Send a copy of invoice emails to:
Automatically send a copy of all invoice and partial invoice emails to selected recipients. This is useful for keeping internal teams informed whenever invoices are issued.
📝Note
Multiple email addresses can be added using commas with no spaces
(e.g. abc@factory.app,xyz@factory.app).
Include custom message on invoice emails
Create a standard message that appears in all invoice emails sent to customers.
📝Note
The message can be edited manually when sending an individual email.
Include custom message on partial invoice emails
Create a standard message for all partial invoice emails.
📝Note
The message can be edited manually when sending an individual email.