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With this sample template for Excel we show you how to add the email address to an invoicing form, and how to set up emailing options so that you can email invoice to the client by clicking the "Extract/Email" button.
Note that the features described here are provided by Uniform Invoice Software. If you have not installed it yet, download the fully functional trail version here.
Step 1 - Add email address to invoice form if necessary
Many templates here on InvoicingTemplates.com has the "Email" field on the "Bill To" or "Client Info." section. By adding this to the billing form, new customer accounts created by clicking the "Save As New Customer" button (or the "Save New Customer" button on the task pane) could have the email address saved too. Otherwise, you have to go to the "Customer Edit" or "New Customer" window to set the email address for customers.
If the template you choose already has the email address inside the printable invoice form, skip this step.
Now you can fill in email address when creating client accounts using the "Save As New Customer" button.
Step 2 - Set up emailing options
By default, the "Extract/Email" button extracts invoice only - i.e. copy the current invoice to a separate Excel spreadsheet file. If you want to send invoices via email using this button, follow the procedure describe below.
Generally, PDF invoices are recommended as it is the widely accepted business document format, as detailed here. On the other hand, emailing invoices in Excel spreadsheet format to your clients is not recommended.
From now on, the "Exact / Email" button will email invoice to the client in the format you specified (PDF, Excel spreadsheet, or PNG), instead of exacting an invoice or receipt. This "Send with email" command is also available on the "Invoice Edit" window.
Like other form designs here on InvoicingTemplate.com, Invoicing Sample to Email is free (offered to you at a price of 0.00USD). It works on Windows XP and all newer versions of Windows, and Excel 2007, 2010, 2013 or 2016.
|Name||Invoicing Template to Email|
|Category||Sales Invoice Template|
|Release Date||Thursday, August 21, 0206|
|Format (XLS or XLSX)||.xlsx|
|Excel Version||Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016|
|Line Height (Points)||19.50|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|