BestInvoicing.com
  • Welcome
  • Tutorial 1: The Basics
    • 1. Create an Account
    • 2. Create a Customer
    • 3. Create a Product
    • 4. Create an Invoice
    • 5. Configure the Layout
    • 6. Payment Follow-up
    • 7. Let's Roll
  • Tutorial 2: Automate to Save Time
  • Tutorial 3: Process your Purchases
  • BASIC MODULES
    • Customers
    • Products
      • How Can I Update My Product List (e.g. Price Changes)?
    • Proposals
    • Invoices
    • Credit Notes
    • Payments
      • Incoming Payments
      • Outgoing Payments (Purchases)
  • APPS - INTEGRATIONS
    • ! Activating Apps and Integrations
      • Are All Available Apps and Integrations Available for Free?
    • Additional Text Fields
      • How Can I Insert Intertitle(s) Into Documents?
    • Cash Register Tickets
    • Complex Products
    • Delivery Address
    • Delivery Date
    • Delivery Notes
    • Discounts
    • Empty Goods
    • Foreign-Language Customers
    • General Ledger Accounts
    • MailChimp
    • Other Currencies
    • Order Confirmations
    • Order Reference
    • Payment Requests
    • Preset Emails
    • Price Segmentation
    • Product Photo
    • Purchase Orders
    • Purchases
    • Self-Billing Invoices
    • Site Address
    • Stock Management
    • Subscriptions (Recurring Invoices)
    • Tasks
    • Units of Measure
  • SETTINGS
    • Dashboard
    • Personal Settings
      • How Can I Change My Login Email Address?
    • My Subscription
      • Recommend BestInvoicing!
    • Company Information
    • Default Values
    • Email Settings
      • Sending Options
        • Send via Own Domain Name
        • Send via Global Address
        • Send via Open Server
        • Send via Microsoft
        • Send via Google
        • Send via SMTP
      • Email Texts
      • Default CC and BCC Addresses
      • Email Templates
    • Attachments
      • How Can I Add My General Terms and Conditions?
    • Journals
    • Automatic (Payment) Reminders
    • Users
    • Custom Fields for Contacts
    • Legal Notices
    • GDPR
    • Importing Data
    • Theme
    • Numbering
      • My Last Invoice Had No. 115, How Can I Start in Bestinvoicing with Invoice No. 116?
  • CONNECTIONS
    • Connect Your Bank Account
      • Ponto
    • Connections for Accountancy
    • Connections for Online Payment
      • Mollie
    • Backup & Synchronisation
      • Google Drive
      • DropBox
      • SFTP (own server)
      • BestInvoicing Drive
      • OneDrive
    • Connections for Webshops
      • Shopify
      • WooCommerce
  • MORE FEATURES
    • Exporting Data
    • Processing Lists
    • Send Documents by Email
    • Send Documents by Mail
    • Send Documents via PEPPOL
    • Sign Documents Online
    • Tags
    • VAT Number Validation
  • TEMPLATES
    • Using BestInvoicing Templates
      • How Can I Change the Default Order of My Templates?
    • Match Templates to Your Corporate Identity
      • Document Templates
      • Emailtemplates
    • Modifications via internal code
  • FREQUENTLY ASKED QUESTIONS (F.A.Q.)
    • Overview F.A.Q.
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On this page
  • Sending Documents by Email from BestInvoicing
  • Message Status
  • Envelope Icon
  • Overview of Sent Emails
  • Receiving Documents by Email in BestInvoicing

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  1. MORE FEATURES

Send Documents by Email

PreviousProcessing ListsNextSend Documents by Mail

Last updated 3 years ago

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Most document types in BestInvoicing can be sent via email. You can use email transmission to send documents:

  • To your customers, e.g. a quotation or invoice;

  • To your suppliers, e.g. a purchase order for new products.

Sending Documents by Email from BestInvoicing

To send a document from BestInvoicing, go to the document summary. There you will see a yellow button 'Send by Email' at the top.

If you click it, a new window will open in which an email will be prepared:

You can still change the customer's email address here, change the text, etc.

Two attachments are displayed to the right: a PDF version of your invoice and an XML version. Suppose your customer is another entrepreneur who also works with an invoicing program, he can immediately read the xml version of the invoice and process it in his program. This is an extra service to your B2B customers.

If you re-enter the summary window after sending, you will see that the document has been given a new status 'Sent via email'.

Message Status

In the example above you see a message status: 'Delivered' with a green tick. Possible statuses are 'delivered', 'read' or 'failed'. Note that the recipient can block the 'read' status in his privacy settings. Therefore, just because the email is not marked as 'read' does not mean it has effectively not been read.

Envelope Icon

If you click the envelope icon, you can recall the email message as you sent it in detail. See example:

Overview of Sent Emails

It is also possible to view all sent emails from BestInvoicing at a glance. You can access this via the envelope icon at the top right of the page (next to your email address). This gives an overview of all emails you have sent from BestInvoicing, including their status.

Receiving Documents by Email in BestInvoicing

More information about these settings can be found in the chapter ''.

If you have activated the 'Purchases' module, you can also receive incoming documents from suppliers by email in your BestInvoicing mailbox. You can read how this works in the chapter 'Purchases'. An overview of your incoming purchase documents will appear in your :

For all technical settings regarding sending via e-mail, see the chapter ''.

Email Settings
processing lists
Email Settings