What is the context?
his article provides guidance on emailing invoices in Meddbase. Before an invoice can be emailed, it must be marked as 'Sent.' The process involves accessing the desired invoice, selecting the appropriate action, and sending the invoice as an email attachment. The email content is customisable to suit organisational requirements.
What is the purpose of the article?
The purpose of this article is to explain how to email an invoice in Meddbase. It outlines the prerequisites, step-by-step instructions for emailing, and information on customising the email content through the system's configuration settings.
In order to email an invoice, navigate to the invoice you wish to email. The invoice has to be marked as ‘Sent’ prior to emailing.
Emailing an Invoice
Click the ‘Actions’ button in the top left hand corner of the invoice followed by ‘Email Invoice’.
The invoice templates available are based on the templates provided in the Templates tile.
The ‘New email’ dialogue will be presented with the recipient’s email in the ‘To:’ field and the invoice attached in PDF format to the email.
The content of the email body is configurable under the Admin > Configuration > Accountancy section.
Review date
This article was last updated on 21st January 2025.