How to send the invoice in CSV format
To send the invoice in CSV format
Purpose - We can import the invoice in csv format to any other software or purchase.
Steps to send the invoice in CSV Format:
1.Go Master->Customer
2.Click on Add New Customer
3.Enter the valid email id, Choose the Mail type as CSV and click on Save.
4.To enable the configuration
Go to Tools->Configuration->Business Configuration and select Enable auto mail(Sales, PO) and Click on Save button.
5.Search with auto mail and click on Enable auto mail (Sales,PO) and click on Save button.
6.To make a sales bill
Choose the customer and make a invoice and click on the Save button.
Choose the payment and click on OK.
7.You will receive the mail in mentioned mail id from the shipping address given
FAQ:
Why mail was not sent to the customer?
Check whether Mail Server Configuration process were configured, For more information,Kindly refer the link Mail server configuration
In customer master, Mail type option were not visible?
Go to tools-->more-->master configuration-->search customer →click edit icon-->search for mail type , enable the visible option and save the changes and then check in customer master.For detailed steps , Refer the help link:Master Configuration
In customer master, Mail type or other fields option were not able to edit?
Go to tools-->more-->Master attributes-->search customer →click edit--> enable the required field as editable by selecting the checkbox and save the changes and then check in customer master.For detailed steps , Refer the help link: Master Attributes
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