Print, email, online invoice link and other invoice actions

Once an invoice is saved, you can print it, send it and share a link to it from the invoice itself. Open the invoice from the Invoices list, a customer's ledger or a report: it opens in Edit Invoice, and the right-hand panel has an Invoice actions card. The band across the top of the invoice has Duplicate and Memorize.

To have an invoice printed or emailed the moment you save it, use the ticks under When this is saved on the form instead; see Create Invoices.

The Invoice actions card

Under the buttons, Layout · (template name) shows which invoice layout prints. The gear (Template settings (notice · terms · bank)) opens Invoice template settings. Layouts themselves are chosen in the back office under Settings ▸ Invoice layouts.

Ctrl+P on a new, unsaved invoice ticks Invoice under When this is saved, so it prints as soon as you save.

Online invoice and Copy link

Every saved invoice can have a web page: the invoice as the customer sees it, which they can open on any device, read, download and print. Online invoice opens that page for you; Copy link puts its address on the clipboard so you can paste it into an email, a text message or a chat.

• The address is private to the invoice: it contains a long random token, not the invoice number, so it cannot be guessed.
• An older invoice that has never had a page gets one the first time you ask; the server makes its token then.
• If the link cannot be made (for example the server cannot be reached), SeroBooks says The online invoice link could not be made.

The page reflects the invoice as it stands, so payments you record later show on it.

Email

Email sends the invoice to the customer's email address from their customer record. If there is none, SeroBooks asks for an Email address first.

The email has:

• subject Invoice (number);
• a heading with the invoice number and date, Thank you for your business., the invoice number, date, discount, shipping, tax and amount paid, and the total (Invoice total, or Amount paid for a paid invoice);
• a View or download invoice button that opens the online invoice;
• the invoice PDF attached (Invoice-(number).pdf).

SeroBooks shows Sending email… then Emailed to (address) with the PDF attached — logged. If the server cannot send it, it opens your own mail program with the message instead (Server send failed (…) — opened your mail app instead.). See Emailing invoices, statements and reports.

Sending needs the Email / WhatsApp right on Invoices.

Print pack

A print pack is all the paper an order needs, printed in one go. The gear beside Print Pack opens Print pack settings — What this till prints when you press Print Pack, kept on this computer:

The line at the bottom (Prints: …) sums up the pack. Click Save. If the pack is set to print nothing, SeroBooks says so.

Invoice template settings

The gear beside Layout opens Invoice template settings — text printed by the trade layout. Leave a field empty to leave it off.

Click Save — Template settings saved. The settings apply to every invoice printed afterwards. See The printed invoice (PDF) explained and Templates.

Duplicate

Duplicate (in the band at the top of an open invoice) starts a new invoice as a copy of this one — A new invoice with the same customer and lines — this one is not changed. The copy has the same customer, lines, prices, discounts, taxes, shipping and terms, today's date, the next number and no payments. Change what differs and save it.

What is not copied: the original's number, date and payments, and any sales-order lines it filled. If none of the items can be found any more, SeroBooks says it could not copy the invoice. If you were already writing an invoice in New Invoice, SeroBooks asks before replacing it.

Duplicate also works for estimates and sales orders — the copy is the same kind of document.

Memorize

Memorize (or Ctrl+M) keeps the invoice in the Memorized Transaction List so you can enter it again later. Give it a Name (SeroBooks suggests the customer and invoice number). It is kept in Lists ▸ Memorized Transaction List. Use it there to enter this again, dated the day you use it. See Memorized Transactions.

Repeat (a recurring invoice)

On the read-only invoice page (see Edit, copy, void or delete an invoice), Repeat… sets the invoice up to be raised again on a schedule — Same customer, same lines, on a schedule:

Click Set it to repeat. The schedule is kept with your Memorized Transactions.

Print Later and Email Later

Tick Print Later or Email Later under When this is saved to mark new invoices for sending in a batch, then print or email them all at once from File ▸ Print Forms or File ▸ Send Forms. See Print Forms and Send Forms.

Common problems

Related articles

• The printed invoice (PDF) explained
• Emailing invoices, statements and reports
• Print Forms
• Send Forms
• Memorized Transactions
• Edit, copy, void or delete an invoice