Sending Invoices via Email in Loomy360

Loomy360 provides an option to send invoices directly to the associated customer. By default, the invoice will be sent as an email with the PDF version of the invoice attached. If you prefer not to include the PDF attachment, simply uncheck the "Attach Invoice PDF" checkbox before sending.

send invoice to mail

Once the invoice has been sent to the customer, if you need to send it again later, a different email template will be used. Since the initial invoice has already been sent, the follow-up email content is treated differently—your customer may request a copy again, and this second message may contain updated context.

To customize the message sent when resending an invoice, go to:
Setup → Email Templates → Invoice Already Sent to Client
Here, you can modify the email content used for repeat invoice sends.

By default, all customer contacts with invoice email notifications enabled will be selected as recipients. You can adjust this selection as needed before sending.

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