Send by email to multiple recipients

From time to time, the sales team wants to manually send invoices to several recipients. They contact Linda to show them the right steps to take.

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The article Issue invoices, create and send PDFs gave you an overview of the steps involved in creating an invoice. The Send Invoices button on the list view allows you to send several invoices at the same time. Currently it is not possible via list view to send an invoice to several recipients.

Related list PDF invoice

Starting with the Summer '21 version, you can send PDFs by e-mail from the PDF Invoice object.
Regardless of whether you store PDFs in Documents or Files, you have the following buttons at your disposal:

PDF in Proforma status > Send proforma by e-mail.
PDF in Issued or Duplicate status > Send invoice by e-mail.

Steps

1. From an Invoice record open a PDF Invoice from the related list of the same name.
2. Click on the Send proforma by e-mail or Send invoice by e-mail button (same button location).

3. In the Send PDF by email interface you have several options.
You can :

Modify recipient (E-mail to address)
Add recipients (Contacts with e-mail addresses)
Add CCs or CCIs (Users of your org)
Modify the object
Modify the body of the e-mail
Select an e-mail template (Classic or Lightning) you've created previously
Attach another file
Cancel action

4. Or simply send using the Send button.

The activity list

If you are in a version below the Summer '21, you can follow this procedure.

Please note: This method requires that the Enable the backup of PDF invoices in Files box is checked in the Administration tab. Contact your Frisbii administrator to activate this option if necessary.

Steps

1. From the Invoices tab, choose the record you wish to send by email and then open the news feed to see the email button appear.
2. Then click on the enveloppe icon.

Note: Your page layout may be structured differently. If you can not find the tab, you can contact your Salesforce administrator to either show you where it is or add it by following this procedure: Customize Buttons on the Tabbed Activity Composer.

3. In the window that opens, you can add Salesforce contacts.

Once open, you can

add recipients,
fill in the subject,
write the e-mail,
add the attachment and
check that the attachment has been added.
Then just click on send.