As a guest, can I send my invoices to my client by email?
Written by Documentation Produits
Updated at July 8th, 2025
If a client allows it, you have the option to send them your invoices and their attachments directly by email, without logging into the SY portal.
To do this, you must choose a sending email address. This can be:
- At the address associated with the account of a SY portal user who is part of your company;
- To the address associated with your billing system or specifically created for the purpose. In this case, invoices will be issued directly from this tool and made available to your client via their SY portal.
Depending on the email address you are going to use, certain actions are to be expected:
Issuing invoices on behalf of your company |
Issuing invoices on behalf of several entities in your company |
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Address associated with a SY portal user account |
All email addresses associated with SY portal user accounts are authorized to send invoices by default. This means that each user can send invoices on behalf of your company from their email address without having to perform any additional actions from the Company profile. Notifications of acknowledgment of receipt or rejection of invoices will be sent to the address that issued the invoice in question. If you wish to provide a different notification address, you must specify it in the Company details. |
Not applicable |
Address associated with your billing system or specially created for the purpose |
Then, from your company's file, you must: -To provide the corresponding email address, -To indicate an email address for receiving notifications of acknowledgments of receipt or notices of rejection of invoices if this is different from the issue address. |
From your company's profile, you must: -To provide the corresponding email address, -To indicate that it is used by several legal entities for the issue of invoices through this means, -To provide an email address for receiving notifications of acknowledgments of receipt or notices of rejection of invoices if this is different from the issue address. Then, for each new invoice issue, it will be necessary to indicate in the subject of the email your “issuer ID” (available in the Company details).
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Once you have completed these steps, you will need to retrieve the email address of each customer to whom you wish to send your invoices via this transmission method. This information is available in the customer file accessible from the SY portal (Clients menu).