You can change how invoices are delivered by updating the delivery method in the funder details.
⚠️ Important: If the delivery method field is greyed out, ensure a valid email address is entered for the invoice contact and that your SMTP email settings are configured.
Update the delivery method
To change the invoice delivery method, follow these simple steps.
Click Service User, then click Service User.
Click Find, then select the relevant service user.
Select the Service Funders tab.
Select the relevant funder.
Scroll down to Contact details.
Ensure a valid email address is entered for the invoice contact.
In the Delivery Method field, select your preferred option:
Email – Invoices are sent via email.
Print – Invoices are generated for printing.
Both – Allows both email and print options.
Click Save to apply the new delivery method.
Configure email settings
To email invoices, ensure your SMTP email settings are configured to do this. Follow these simple steps.
Click Settings, then click Other.
Click Email Settings.
Enter SMTP server, port, and authentication details.
🤓 Tip: You can also password-protect invoice attachments and customise email wording in the Funder Invoice tab of the email settings.