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When is the invoice “Date sent” field filled in automatically?

ThisCloudex willTMS answerfills in the question of when the Invoice “Date sent”sent is set automatically and when the user needs to enter it manually.

The status “Invoice sent” changesfield automatically when aboth value is set inof the Invoicefollowing fieldconditions are met:

    “Date sent.”
    The “Date sent” field is set automatically when 1) the “Send by email only”only checkbox is selectedselected. and 2) theThe invoice is sent by email.email from Cloudex TMS.

    When the Date sent field contains a date, the invoice status changes automatically to Invoice sent.

    image-1769073685737.png

    The “Send by email only” checkbox value is set automatically when generating an invoice from an order.
    The checkbox value depends on the “Send invoices” field value.

    image-1769069369331.png

    Send invoices values marked with “*” set the “Send by email only” checkbox value automatically:

      Send invoices setting “Send by email only” selected automatically By e-mail (with POD) *Yes

      By post (with POD) No

      By e-mail and post (with POD) No

      Don’t send (Self-billing) *Yes

      Download in clientClient portalPortal *

      Yes

      By e-mail (invoice upon delivery, second time with POD) No

      By e-mail (without POD) *Yes

      Upload to the customerClient portalPortal together with POD No

       

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