Setting up the Invoice Email extension

Setting up the Invoice Email extension

This guide shows you how to switch on the Invoice Email extension so your invoices are emailed to customers automatically. For what the extension does and why you'd use it, see Invoice Email extension: what it does.

Before you start

Invoice Email sends through your company's outbound email, so make sure email is set up in NexerIQ first (Settings → Email). If you can already send email from NexerIQ, you're ready.

Install and enable

  1. Go to Settings → Marketplace Extensions.
  2. Find the Invoice Email card (search for "invoice email" if it's quicker), and click it to review the details and required permissions.
  3. Click Install to add it to your system.
  4. Click Enable to switch it on. Invoice Email has no settings to fill in, so it activates immediately.

Settings

There's nothing to configure — Invoice Email works out of the box using your existing outbound email and the customer's email address on record.

Using it day to day

Once enabled, it works on its own. Each time you post an invoice, NexerIQ generates the PDF and emails it to the customer automatically. To make sure delivery succeeds:

  • Keep each customer's email address accurate on their customer record.
  • If a customer says they didn't receive an invoice, check the address on file and confirm your outbound email is healthy under Settings → Email.

Turning it off

To pause automatic emails, open the card and click Disable — your settings and history are kept, and you can re-enable any time. To remove it entirely, click Uninstall and confirm.

Tip: enable Invoice Email after you've confirmed a test email sends correctly from NexerIQ. That way the very first real invoice goes out cleanly.

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