Need to contact your supplier or customer to resolve invoice-related issues? In many cases, email communication is the easiest way to solve problems with invoice. To enable standardized email communication with customers / suppliers, Finmatics offers the Email Communication feature.
Send an invoice via email
From the invoice detail screen, click on the three-dot menu. Click on "Share". This will create a link to the invoice. You can now share the invoice link via email or copy the link to share via chats or other intercompany channels.
For security reasons, the link expires 14 days after link creation.
Custom communication templates
Optionally, you have the ability to create multiple email communication templates for standardization purposes
The maximum length of an email communication template is 500 characters. There is no limit to the number of email communication templates you can create. However, in our experience, it is best to stick to 3-10.
Please contact support@finmatics.com to enable this feature.