INVOICE AUTOMATION

Auto Invoice Sent - Streamline Your Billing Process

Automatically send invoices to customers via email when they are generated or approved. Save time and ensure timely delivery with automated invoice delivery.

Auto invoice sent illustration
BENEFITS OF

Auto Invoice Sent

Time Savings

Eliminate manual invoice sending. Automatically deliver invoices to customers as soon as they're created or approved, saving hours of administrative work.

Faster Payments

Customers receive invoices immediately, leading to quicker payments and improved cash flow for your business.

Reduced Errors

Automated delivery ensures invoices are sent to the correct email addresses every time, reducing human error and missed deliveries.

Professional Image

Consistent, timely invoice delivery enhances your professional reputation and builds trust with customers.

Better Tracking

Track when invoices are sent and delivered, giving you complete visibility into your billing process.

Scalability

Handle any volume of invoices without additional effort. Perfect for growing businesses that need to scale their billing operations.

KEY FEATURES

Powerful Invoice Automation Features

Automatic Email Delivery

Invoices are automatically sent via email when generated or approved

Customizable Templates

Use professional invoice templates with your branding

Delivery Notifications

Get notified when invoices are sent and delivered

Conditional Sending

Configure when invoices should be sent automatically

Multi-recipient Support

Send invoices to multiple recipients automatically

PDF Attachments

Automatically attach PDF invoices to emails

HOW IT WORKS

Simple Setup, Automatic Results

STEP 1

Configure Settings

Enable auto invoice sent in your organization settings. Choose when invoices should be sent automatically - on creation or after approval.

STEP 2

Create or Approve Invoice

Create a new invoice or approve an existing one. The system automatically detects when an invoice is ready to be sent.

STEP 3

Automatic Delivery

The invoice is automatically sent to the customer's email address with a professional PDF attachment. You receive a delivery confirmation.

CONFIGURATION

Flexible Invoice Settings

Customize your auto invoice sent settings to match your business workflow. Control when invoices are sent, who receives them, and how they're delivered.

Send on Creation

Automatically send invoices immediately when they are created

Send on Approval

Send invoices only after they have been reviewed and approved

Custom Email Templates

Personalize email messages with your branding and custom content

Per-Client Configuration

Enable or disable auto-send for specific clients as needed

Invoice settings configuration

Ready to Automate Your Invoice Delivery?

Start sending invoices automatically and save time while improving your cash flow. Get started with Upbooks today.