Sending and downloading documents: e-mail, PDF and XML

Steps

1. 1

   When issuing, Review invoice before issuing sets To and Copy (CC). When Hacienda accepts, Tario sends the e-mail with the PDF, the signed XML and Hacienda's response XML; if To is empty, nothing is sent.

2. 2

   In Costa Rica sending the PDF and the XMLs to the client is mandatory, so from the screens the e-mail is always full. Only an integrator can change it through the API (email_delivery: XML only, PDF only or No Tario e-mail, when its own system delivers the documents), per client or per invoice; the invoice inherits the first one found (invoice → client → company → Full). The XML does not change: the receptor's e-mail stays in the document.

3. 3

   To resend, open the invoice's actions menu and choose Resend email. In the dialog adjust To, CC and BCC (type an address and press Enter or comma), check the preview and confirm with Resend email. Resending a No Tario e-mail invoice (set through the API) sends the full e-mail.

4. 4

   For several at once, select the invoices in the list and use Send by email (:count).

5. 5

   Download PDF gets the PDF and Print invoice opens the printable version. Download XML gets the signed document and Download response the XML with Hacienda's message.

6. 6

   Before issuing you can use View XML to send to review the XML that the current data would produce, without signing or sending it.

7. 7

   In Estimates, use Email estimate (or Resend email), Download PDF or Print estimate from the row actions.

Common errors

Related topics

• SalesInvoice statuses: Hacienda and payment
• SalesClients: identification, economic activity and statement
• SettingsDocument format: color, font and style