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E-mail messages can be set up and customized to email Invoices from within Unanet. Custom text can be defined for the Subject and the Message.

Navigate to Admin > Setup> Miscellaneous > E-mail Messages > Edit Pencil Icon.

The following variable tags can be embedded in the message to provide additional customized content. See the Help docs for more information.

  • Customer Name
  • Customer Code
  • Invoice Number
  • Invoice Amount
  • Invoice Date
  • Sending Company Name
  • Project Code
  • Project Name
  • Contract Number
  • Order Number

E-MAIL OPTIONS may then be selected at the Project profile level in the Billing area.

Navigate to Project > List > List tab > Edit Pencil Icon > Billing > Invoice Setup > Contacts tab.

Additional Information

Help Docs - Email Messages

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