Send invoice email from the AR workflow

Use the Send email workflow node on receivable invoices to deliver a branded message to the customer. Cortena resolves the recipient from the customer record, supports template variations, always attaches the invoice PDF, and lets you edit and preview the message in a lightbox before send.

1. Add Send email after Mark as issued

1. Open Settings → Workflow Configuration → entity Receivable invoice.
2. After Mark as issued, add Send email (default pattern in many templates).
3. Configure:
   • To: Customer (billing contact on the receivable customer master).
   • Subject / body: template with variations if you use A/B or locale-specific copy.
   • Attach PDF: always on for AR send (invoice PDF included).

Requires Email Outbound domains verified if you send from your own domain. See Email Outbound.

2. Edit and preview before send

When the workflow reaches Send email:

1. Cortena opens the Edit and preview lightbox (subject, body, recipient).
2. Review branding and placeholders; adjust text if needed.
3. Confirm send. The PDF attachment matches the issued invoice file.

Operators with permission to complete the step can edit; read-only viewers see preview only.

3. Customer recipient and variations

If no billing email exists, the step surfaces a blocking reason. Fix the customer contact before retrying the workflow step.

Tips and limitations

• Node applies to Receivable invoice workflows only.
• PDF reflects issued state; draft watermarks are not sent.
• Pair with Outbound ZUGFeRD when you issue hybrid e-invoices. The attachment is the stored issued PDF.
• Workflow must reach Send email after issue; skipped steps do not send mail.

Quick reference