Invoice with Email Delivery to the Customer

• Compressed file (.zip) with the ready-to-use template.
• Instructions for use.
• Download link sent by email, valid for 30 days and for up to 5 downloads.
• Email support for installation.

The Invoice with Email Delivery to the Customer is built with macros in standard VBA code, which allows it to work in almost every version of Microsoft Excel.

The Invoice with Email Delivery to the Customer template has been tested in Microsoft Excel 2013, 2016, 2019 and 365.

PLEASE NOTE: This product does not include consulting, training or modifications.

For modifications, see the following link: https://www.edwinortiz.net/producto/soporte-plus-para-las-plantillas-de-excel/

What does this Invoice with Email Delivery to the Customer template do?

It is a simple template that can:

1. Generate consecutive invoice numbers
2. Store those records as a list in an additional sheet with the following information: DATE, TIME, SUBTOTAL, TAX RATE, TAXES, TOTAL, PAYMENT METHOD, NAME, COMPANY, PHONE, EMAIL, CUSTOMER ID.
3. Save each invoice you create as a PDF on your computer
4. Retrieve each invoice saved as a PDF
5. Send the invoice to the customer immediately as a PDF attachment
6. Set up the email message for the customer
7. Set up the To, CC and BCC recipients (PARA, CC, CCO)
8. Set up the email subject
9. Add customers from a form and from the customer sheet
10. Search for customers during invoicing
11. Add a product list
12. Set up the payment types
13. Invoice with product search
14. Use a barcode scanner (requires barcode labels)
15. Daily sales report

The Invoice with Email Delivery to the Customer also lets you start invoicing from the number you choose and set up the payment types your business accepts.

Another important feature is that it can stop invoicing once you reach the limit of invoice numbers approved by the regulatory authority, and let you continue once the new approval has been obtained.

This feature is optional: if you prefer to keep invoicing without limits, you can do that too.

You don't have to worry about sending invoices to your customers: every time an invoice is generated, it is sent automatically and in real time, and it is also saved as a PDF so you can retrieve it later.

The Invoice with Email Delivery to the Customer includes a customer and product search, which makes invoicing easier at the point of sale.

Can I customize the template?

You can customize all the content and information in the invoice related to invoice numbering and customer details, and you can also change the colors and fonts, along with many other customizable fields such as your company details and others described in the features.

What do I need to use the Invoice with Email Delivery to the Customer template?

All you really need is Microsoft Excel 2013 or later with macros allowed to run, and Outlook installed and set up on your computer. After that, you can use the template like any other Excel file: you can copy it to any device to move it to another computer, or back it up to the cloud if you wish.

Payment methods for the Invoice with Email Delivery to the Customer

On this site, payment is made in US dollars (USD) through PayPal.

If you have any questions before buying, you can contact me here (whatsapp.edwinortiz.net).

After your purchase, you receive a download link by email that is valid for 30 days and allows up to 5 downloads.

Basic version of this product here (Simple Invoice with Automatic Numbering)