Financio E-Transaction

Note: If you're viewing on the support chat widget, we recommend you click the expand icon on the top right corner, for better viewing experience.

The following transactions can be forwarded to the receiving party thru email in real-time, should you provide their email in their contact profile, and have the option Send E-Transaction turned on.

Purchase Orders
Sale Quotes
Sale Invoices
Sale Credit Notes
Sale Payments
Sale Refunds

How to activate e-transactions?

To enable e-transactions,

Go to Contact
Select the contact which you'd like to enable e-transactions for.
Toggle 'On' for the Send eTransaction.
Select Save

What can recipients do with the e-invoice/e-transactions?

This is what they can do:

View the transaction
Export transaction to PDF
Write comments on transaction
Attach files to transaction

View Transaction

To view the transaction, simply click on the View Online link you received via email.

Export to PDF

View the transaction

Click on the Print button on the top right

Write Comment

View the transaction
Scroll to Messages section
Write a message and click Send

Attach Files

View the transaction
Scroll to the Files section
Click on the placeholder and select files or drop files on it
Wait for the uploading to complete
Click the share icon to share the files with your receiver

Click Save Files

You can check the email status of all e-transaction. When you turn on the e-transaction, the system will automatically send an email to you and your customers after each transaction. Below images show the various email status.

Status: Failed
If an email delivery fails, the system will show the time and reason of the bounced email. (Refer to IMG 012):

IMG 012

Status: Delivered
E-transaction email successfully delivered to a customer. When mouse-over the email icon, you will see the time of the email delivered to your customer’s mailbox. (Refer to IMG 013):
IMG 013

Status: Opened
The customer has opened the email but did not click the View Online button to view the e-transaction. When mouse-over the email icon, you will see the time of the email opened. (Refer to IMG 014):

IMG 014
Status: Viewed
The customer has opened and clicked on the View Online button to view the e-transaction email. When mouse-over the email icon, you will see the time of the email viewed. (Refer to IMG 015):