Product Update
Invoice Email Delivery
Two new features make invoice delivery easier: send outbound invoices directly to your customer's email, and receive Peppol invoices forwarded to your billing inbox.
- #Invoicing
- #Peppol
- #Product Update
Two small features shipped today that cover a gap we kept hearing about: getting invoices to the right inbox, in both directions.
Send invoices by email
When you send a revenue invoice, you can now choose "Send by email" as a delivery option alongside Peppol. Financica sends the invoice directly to your customer's email address with the PDF attached.
To use it, the invoice needs a customer email address. If one is set, the checkbox activates and shows the address it will send to. If not, you'll see a prompt to add one. After sending, the invoice is marked as sent and the delivery is logged in the audit trail.
This complements Peppol rather than replacing it. If your customer is on the Peppol network you can send via Peppol. If they're not, or you just want to cover both bases, email works.
Forward Peppol invoices to your billing inbox
If your team receives a lot of Peppol invoices and wants them showing up in a shared mailbox or accounting inbox, there's now a setting for that.
Go to Settings > Company and set a Billing email for your organization. This is the address invoices and billing notifications are sent to. It defaults to the email of the first person who set up the organization, but you can change it to any address: a shared inbox, your accountant, whatever makes sense for your workflow.
Once the billing email is set, enable Receive Peppol invoices by email in the Peppol section of the same page. When a new invoice arrives over the Peppol network, Financica will forward it to that address with any embedded PDF attachments included.
The invoice is still imported and processed normally. The email is just a copy so your team can act on it without having to check Financica first.
Why this matters
Peppol is the right delivery mechanism for structured e-invoicing, and we're not stepping away from that. But finance teams work across a lot of surfaces, and not everyone checks the same tool for incoming documents. These two features meet people where they are: your customers in their email, your team in theirs.
Both features are available now.
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