Invoice Delivery Method - Email and Print (DSD)

Upon selecting the save button when editing an invoice, the app will automatically print and/or email the invoice depending how the customers profile is configured. The save button will indicate which action will be taken by displaying a set of icons below it. 

The icons and actions the save button will perform is determined by the customers Invoice & Statement Delivery Method, found on the Billing Details tab of the customers profile in FlexiBake. Configuration options are: 

• Email
• Mail (print)
• Mail (print) and Email

Further details and setup instructions can be found in our Add Customer Contacts for Bulk Emailing, and SMTP Setup articles.