Financio E-Transaction

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,

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