Step 5: Set up the invoice and invoice reminder emails (participant)

After setting up the invoice, you can send it to a participant. You can compose the accompanying email via the blue menu 'Standard emails & settings' and then click the view button at 'Invoice'. For setting up the invoice reminder email, please choose the view button at 'Invoice reminder' in the following screen.

The e-invoice can automatically be attached to the invoice email. Please click here to check all extra settings needed for e-invoicing.

Edit button: with the edit button you can make changes to the email. You can change the email data, like the subject, but also the email text itself.

You can use your own email address to send the emails from. Email domains that are entered in the 'from' address field are now automatically verified, letting you know if sending out an email with that email domain is allowed or not.
Should an entered email domain not be verified, then any associated emails will be sent out with the default noreply@parthen.nl address instead. Your entered email address will then automatically be used as the reply-to address, allowing your recipients to still communicate with you.

If you wish to use your own email domain to send out emails, please contact our helpdesk so we can help you set up an SPF and DKIM record. We will set up your primary email domain at no additional costs.
Please click here for more info about a SPF and DKIM record.

In the email content you can set up three different texts for the three different balances.
The three options are 'Positive balance', 'Zero balance' and 'Negative balance'.
You can also use the same texts for all balances.

In the invoice reminder email, you can set up different texts for the first, second and final reminder.

Step 6: Send or generate invoices (participant)