Sending invoices to customers

Once an invoice is confirmed, you need to get it to the customer. CloudFFL OS can email invoices as PDF attachments, print them for in-store pickup, or both.

Emailing an invoice

1. Open the confirmed invoice (from Accounting → Customers → Invoices or directly from the sales order).
2. Click Send & Print.
3. CloudFFL OS opens an email composer with:
   • The customer's email address pre-filled (from their contact record)
   • A default subject line with the invoice number
   • A message body you can customize
   • The invoice PDF attached automatically
4. Review the email and click Send & Print to send it.

Printing an invoice

For walk-in customers who want a paper copy:

1. Open the confirmed invoice.
2. Click Send & Print.
3. Check the Print option in the dialog.
4. CloudFFL OS generates a PDF that you can print directly.

Sending invoices in bulk

If you have several invoices to send at once — for example, at the end of the week for all your dealer-to-dealer sales:

1. Go to Accounting → Customers → Invoices.
2. Use the filters to find invoices that haven't been sent yet (status: Posted).
3. Select the invoices using the checkboxes on the left.
4. Click Print (under the Actions dropdown) to generate all PDFs at once, or Send & Print to email them individually.

What the customer sees

The PDF invoice includes:

• Your company name, address, and logo
• Invoice number and date
• Customer name and address
• Line items with descriptions, quantities, and prices
• Tax breakdown
• Total amount due
• Payment terms (when it's due)