Emailing Tax Invoices and Credit Notes

When sending Tax Invoices or Credit Notes to your customers, all mandatory information required by the ATO must appear on these documents.

Customer Acceptance

You will be able to select the way customer documents including tax invoices and credit notes are distributed to the customer. If an option including email distribution is selected, an email address will be need to be provided on the customer profile.

128 Bit Encryption

All PDF files generated by Accounting will be 128-bit encrypted. These PDF documents all have a security level that restricts what can be done to the document (e.g. documents cannot be edited).

Re-issuing Tax Invoices

When you email or print an original tax invoice or credit note from Accounting, the invoice will be marked as printed. Any subsequent emails or prints of the same document from the system will be marked as a “Copy”.

Emails Sent to Customers

A report can be generated displaying all electronic tax invoices and credit notes. This report can be drilled-down on to open the relevant documents.