# Customer invoice automations

What customer invoices do by themselves: the background sending of several invoices, the invoices posted on their date, the e-mail templates of invoices, credit notes and payment receipts, and how to stop each one.

Customer invoices run one job of their own and use three e-mail templates. Nothing is e-mailed to a client unless someone clicks **Send**. The options are explained in [Customer invoice settings](customer-invoice-settings).

## Scheduled actions {#scheduled}

### Send invoices automatically {#send-cron}

- **When:** started at once when several invoices are sent together from the list, and once a day while the scheduled action is active. A test or restored copy of the database has it switched off.
- **What it does:** takes the confirmed invoices waiting to be sent, a few at a time, generates the PDF of each, e-mails it to its client with its sending template and records the message on the invoice, until none is left.
- **How to start or stop it:** an administrator activates or deactivates the scheduled action **Send invoices automatically** in the scheduled actions of the technical menu. While it is off, sending several invoices at once is refused with a message that batch sending is unavailable (an administrator gets a link to the action); sending one invoice at a time keeps working.

### Invoices posted on their date {#auto-post}

- **When:** every day, through the job that posts draft entries whose date has come, described with its schedule in [Fixed assets](/docs/fixed-assets).
- **What it does for invoices:** a draft whose **Auto-post** (tab **Other Info**) is **At Date** is confirmed on its date. With **Monthly**, **Quarterly** or **Yearly**, each confirmation also creates the next draft, one period later, until the date in **Auto-post until**.
- **How to stop it:** set **Auto-post** back to **No** on the draft.

## E-mail templates {#templates}

### Invoice: Sending {#invoice-sending}

- **When:** proposed by **Send** on an invoice, alone or several at once.
- **What it does:** subject "company Invoice (Ref number)"; the message greets the client, names the invoice, its amount and the company, and gives the payment reference and the bank account to pay into; the invoice PDF is attached.
- **How to stop it:** it is used only when someone sends. Pick another template in the **Send** window, or change its text and keep it with **Save as Template** ([Send an invoice by e-mail](send-an-invoice)).

### Credit Note: Sending {#credit-note-sending}

- **When:** proposed by **Send** on a credit note.
- **What it does:** the same message for a credit note, with the credit note's PDF.
- **How to stop it:** as above; it is never sent by itself.

### Payment: Payment Receipt {#payment-receipt}

- **When:** used by **Send receipt by email** in the **Actions** menu of a payment, or **Send receipts by email** for several payments ticked in **Accounting/Customers/Payments**.
- **What it does:** e-mails the client a receipt of the payment, subject "company Payment Receipt (Ref number)".
- **How to stop it:** it is sent only on demand.

The self-billing templates of the same list serve vendor bills that the company issues on a vendor's behalf ([Vendor bills and expenses](/docs/vendor-bills)).

## Set once, at installation {#at-installation}

- **Generate a Payment Link** is added to the **Actions** menu of the invoice list, next to the one of the invoice form, so that several invoices can share one link ([One payment link for several invoices](one-payment-link-for-several-invoices)).
- The links get their references from a sequence of their own, **BATCH**, the year and a five-digit counter.
- **Total Discount** and the **Disc. Fixed** column are added to every invoice, credit note and bill; nothing is filled in until someone uses them.

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- Source: https://jaah.app/docs/customer-invoices/customer-invoices-automations
- Updated: 2026-10-23
- Version: Customer invoices 19.0.1.1.1