Send Invoice Event
Sends an invoice to a customer by email with payment details, attachments, and an optional signature.
Configuration
| Field | Description |
|---|---|
| Invoice Record | The invoice to send — select via Constant or Data Carry |
| Template | The invoice template to use |
| Payment Method | The payment method displayed on the invoice |
| Due Date | The payment due date |
| Invoice Date | The date of the invoice |
| Customer Name | The customer name on the invoice |
| Sender | The sender name or email |
| Attachments | Files to attach to the invoice email |
| Signature | Signature image to include in the email |
| To Email | The recipient email address (under Customer Email Settings) |
