Sending invoices and delivery notes by email from CENTRAL eFACTURA

In this advanced-use video of Ubyquo Central eFactura we show you how to send invoices and delivery notes to your customers by email with a single click.

First you set up the email template once; from then on, each email automatically fills in the customer and document details and attaches the PDF.

What you'll see:

• Going to Configuración > Email > Plantilla correo
• CC, Asunto (subject; by default Envío de ${DOC_NOMBRE} de ${EMP_NOMBRE}) and Mensaje (message) fields, all editable
• Variables starting with $: they are automatically replaced with the customer and document details
• Saving the template and leaving with Cerrar
• In the Facturador, Albaranes or Facturas Emitidas tab, the envelope icon (Enviar email) on the row
• Sending confirmation and the Preparando el envío por email... notice
• The email the customer receives, with the template text and the PDF attached

Contents

0:00 Introduction