We can send emails to customers when creating invoices using the standard method.
To send the Auto invoice emails to customers, the following steps need to complete.
Setup in Customer:
- The Email checkbox should be checked and the email preference should be “PDF” in the customer record.
Custom form
Add the email template in the custom transaction form of the invoice.
Create an Invoice for the same customer with an updated transaction form. And email will send to the customer with the selected email template.