Automated Email Fiscalised Invoice Delivery

This Enterprise feature allows businesses to automatically send fiscalised invoices directly to customer email addresses upon completion of a transaction. It ensures faster, paperless delivery and improves record-keeping and customer service efficiency. 

How To Activate the Function 

Step 1.

Check if your current plan is on Enterprise. If not, kindly upgrade to Enterprise by going to your Account > Billing and clicking "Upgrade Plan" on your subscription for your device. If you are on this plan, you can proceed to the next step.

Step 2.

Once you are on your Enterprise plan, you can navigate to Settings > Customisation. 

If you do not have a customisation, click on the option "Create Customisation" to view the form with the options.

Step 3.

Scroll to find the option for "Enable automatic emails for fiscalised documents to clients", which has a toggle for you to switch on. Enable the option and then scroll down to save the customisation.

This will enable the option to send emails of the fiscalised documents to your clients.

NOTE: You would have to add the buyer email address in the invoice before fiscalising for it to deliver to the client. You may enable the option for "Require Buyer Email" to ensure the invoice gets fiscalised with an email present.

• Related Articles

• Fiscalising an Invoice in Sage Pastel Partner

  Overview Step by step process To be able to create an invoice, log in to Sage Pastel. Step 1. Create Invoice Navigate to Customers > Documents > Fiscal Tax Invoice. Select the correct Customer from the list. Enter the Invoice Date, Reference Number, ...

• Fiscalising an Invoice in Manager.io

  Overview This guide provides a step-by-step process for fiscalizing an invoice using the Relay button in Manager IO after integrating with Fiscal Harmony. It also outlines the prerequisites and best practices to ensure successful fiscalisation. ...

• Fiscalising an Invoice in Sage Online

  Overview Producing a fiscal tax invoice is an important step for every business. It ensures your clients can easily view, verify and scan their invoices for authenticity and ZIMRA compliance. Prerequisites Before you begin, make sure you have the ...

• Fiscalising an Invoice in Xero

  Overview Prerequisites To fiscalise with this integration, you would need: Your Xero Account is connected to Fiscal Harmony. Step-by-step Process Step 1. Navigate to the Invoices. Locate the Sales module on the top nav. Clicking this will open a ...

• Fiscalising an Invoice in ERPNext

  Overview This guide walks you through the steps to correctly create, save, and fiscalize a Sales Invoice in ERPNext, ensuring compliance by applying necessary taxes and submitting your invoice. Step-by-step Process Step 1. Starting a New Sales ...