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Email invoices directly from Preno

How to attach PDF invoices to your emails

Kevin Soo avatar
Written by Kevin Soo
Updated this week

You can email PDF invoices directly from Preno, no need to download and send them manually. This saves time and keeps all your communication in one place.

Invoice data tags

These invoice data tags adds the invoice as an attachment to the email:

  • Latest invoice

  • Latest guest invoice

  • Latest agent invoice

There are also meta data invoice tags to display invoice number, due date and amount.

How to add Invoice tag to an email template

  1. Go to Settings > Emails

  2. Choose an existing template or create a new one

  3. Add the related invoice tag into your email template by clicking on Insert tag.

  4. Save the email template.

Example invoice email template

Below is an example email template for a guest invoice.

Subject

Your invoice from |*property_name*|

Body

Hi |* first_name *|,

Thank you for staying with us at |*property_name*|. We hope you had a pleasant stay.

Attached is your invoice for your stay.

Booking details

Booking ID: |* id *|

Check-in date: |* long_checkin_date *|

Check-out date: |* long_checkout_date *|

Booking total: |* booking_total *|

If you have any questions about the invoice or your stay, just reply to this email. We're always happy to help.

Warm regards,

The |*property_name*| Team

|* latest_invoice *|

πŸ“Œ Important to note

  • Emails will fail to send if the invoice tag is used but there is no corresponding invoice on the booking

  • Voided invoices won't be emailed; Preno will use the next most recent valid one.

  • Invoices connected to Xero or MYOB can't be emailed from Preno

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