FAQ - How do I email invoices and credits?

Customer Profile Page

Go to the customer’s page and click on People, then +Add Person.


Fill in the relevant fields, and hit save.



Next, click +Add Contact Method, select Contact Method Type as Email and Default




Once completed, click Back to Results and tick the contact as an Invoice/Credit Recipient.

Check that the customer is selected to receive email invoices by going to Invoicing on the Customer’s page and enabling Yes for Email

Admin

Please also make sure that you have completed your From Address setup in Admin / Email with the email body, text and from address.
From Address should be a genuine domain as anything else could flag emails from Cybake as suspicious.
Similarly leaving the Body or Subject of the email blank can flag your emails to a spam filter.

NB If a customer is disputing that they are not receiving emails, you can assign your own email address to that customer to prove emails are sent.

For further confirmation, contact our Support team with the email address of the customer.
They will be able confirm a record of the status of emails which are being sent from Cybake.

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