When to send invoices

To enable automatic sending of invoices:

1. In your Sufio account, go to the Settings → Emails page. 
   
2. Switch the Automatically send invoices toggle on and select from the dropdown menu when invoices ought to be sent. Choose from one of the few options below.
   
3. Click on Update settings to save the changes.
   

Invoices are sent when new orders are created in your online store. This is the default setting.

Invoices are sent when orders are paid, either during the checkout or manually marked as paid in your Shopify store admin.

Invoices are sent when orders are marked as fulfilled (shipped).

Invoices are sent only for orders that have not been paid during the checkout. This option can be used when your store allows customers to select a custom offline payment method (e.g., Bank Transfer).

Invoices are sent only for orders placed by wholesale customers. By default, wholesale customers are those who are tagged as wholesale in your store.

Invoices are sent only for specific orders. By customizing your cart page, you can set custom terms to invoice sending.

Sufio allows you to send invoices manually to one customer, as well as to multiple customers at once.

To send an invoice manually to one customer, open the invoice, and click the Send Invoice button. A window with your email message will pop up to modify the email before sending it.

To send invoices manually to multiple customers:

1. In your Sufio account, go to the Invoices page.
2. Select the invoices you'd like to send and click on More → Send.
3. Subsequently, a confirmation page will be displayed, which allows you to review and customize the batch sending action before executing it.
4. If happy with the selection, click Send.

This functionality allows you to send invoices and thank-you notes for your paid invoices and reminders for unpaid invoices in a batch.

If you'd like to send thank-you notes or reminders to multiple customers manually:

1. In your Sufio account, go to the Invoices page.
2. Select the paid or unpaid invoices and click on More → Send.
3. When a confirmation page appears, click on the dropdown menu and select thank-you notes or reminders.
4. If happy with the selection, click Send.

In case you have the sending email copies feature enabled, you will receive copies of all emails.