Document design and email

Configure the document design and delivery message separately.

Document design

Open template settings and check the design, logo, business details, payment information and language. Preview a representative document, including longer item names, tax lines and foreign currencies where relevant.

Email delivery

Review sender settings, subject, message and available merge fields. Send a test and check the recipient, attachment or document link in the received message.

Saving a document does not confirm delivery. Review the delivery result and correct recipient or sender settings before retrying. For store-generated invoices, also review the integration’s automatic sending option.

See Invoicing for issuing and sending documents.