Send invoice by email

Send the XML and PDF of an authorized invoice to the customer by email, through your own corporate email or through the tax issuer.

Send the authorized invoice to the customer without leaving Notfy. Notfy uses the company’s email, if configured, or the tax issuer.

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When to use

After the invoice becomes Authorized and the customer needs the PDF (DANFE, the printed invoice representation) or the XML.

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Before you start

• The invoice must be Authorized.
• Optional: connect a company email (Gmail, Outlook or SMTP) in Settings > Integrations so the message goes out from your own address.

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Step by step

1. Open the invoice

   In Management > Tax & Fiscal > Tax Documents, open Actions on the invoice row and click Send by email.

2. Review the recipients

   In the Send invoice by email window, the Recipients field already shows the customer’s email, if registered. Type others and press Enter. The limit is 10 emails.

3. Send

   Confirm. The message “Invoice sent to” lists the addresses used.

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How the message goes out

Situation	What happens
Company email configured and PDF available	The message goes out from your address, with the PDF attached and links to the PDF and XML.
No email configured	The tax issuer sends the XML and PDF to the customer.

Invalid or duplicate addresses are ignored. If sending fails, the message “Error sending email” explains the reason.

Tax documents

Other invoice actions.

Settings

Email integrations.