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How to automatically generate and email customer invoices

Learn how to generate customer invoices automatically and send them by email after completed transactions.

This article explains how to enable automatic invoice generation and emailing in Learnybox.

Use it when you want invoices to be created automatically for completed transactions, customize the invoice content, and send invoices to customers without manual action.

1. Enable Automatic Invoice Generation

  1. Navigate to Sales → Orders & invoices

  2. Open the Settings tab.

  3. Open the Generate invoices sub-tab.

  4. Enable the option: Generate invoices automatically
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  5. Adjust any additional settings as needed.

  6. Click Confirm (bottom right) to save and apply your changes.

2. Customize Your Invoice Content

To personalize the information displayed on your invoices:

  1. Open the Billing information settings sub-tab.
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  2. Customize the fields you want to display, such as your company logo, business details, or other billing information.

  3. Use the Preview section to check the invoice layout with your invoice content.
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3. Enable Automatic Invoice Emailing

To automatically email invoices to your customers:

  1. Open the Emailing settings sub-tab.

  2. Enable the option: Automatically email the invoice to the customer
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  3. Customize the email sent to your customers with their invoice.

  4. Click Confirm (bottom right) to save your changes.

Once enabled, each invoice is sent as soon as the corresponding transaction is completed.

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