⇄ Applicable to: settings, account, invoicing
An email automation is an ongoing task that allows you to automatically send documents via email from your Easybox account. For example, you can send your invoices to your accountant periodically!
In these automation rules, you can set:
- Which documents will be sent (e.g. sales or purchase invoices)
- In which file format the documents will be sent (e.g. PDF and/or UBL)
- How these documents will be sent (e.g. 1 document per e-mail)
- When these documents will be sent (e.g. weekly, monthly, ...)
- To whom these documents will be sent (e.g. your accountant and/or accounting program)