Don't Show Electronic Invoice Preview Dialog
Electronic Invoicing with Sproom includes the Don't show Electronic Invoice Preview Dialog setting to streamline the sending process. When enabled, electronic invoices and credit memos are sent automatically with default settings — without displaying the preview dialog that normally appears before transmission.
Feature Overview
By default, when you send an electronic invoice or credit memo through Electronic Invoicing with Sproom, a preview dialog appears where you can review and adjust settings such as Enable Attachments and Include Invoice as PDF before the document is transmitted. Don't show Electronic Invoice Preview Dialog skips this confirmation step entirely, so the document is sent immediately using the default settings configured on the Sproom Service Settings page. This is particularly useful for high-volume environments where the same settings apply to every document and manual confirmation adds unnecessary overhead.
Typical Use Cases / User Stories
- A company that sends hundreds of electronic invoices per month wants to eliminate the extra click on the preview dialog for every document, since they always use the same settings.
- As an accounts receivable clerk processing a large batch of invoices, I want documents to be sent automatically without a confirmation dialog, so that the post-and-send process is as fast as possible.
- A finance manager has standardized the electronic invoicing settings for the entire company and does not want individual users to change settings per document — skipping the dialog enforces consistency.
- As a billing administrator, I want the electronic invoice sent immediately when I click Send, so that I can move on to the next document without pausing for a preview.
- A business that uses the post-and-send workflow for all sales invoices needs unattended electronic invoice transmission without dialog interruptions.
Key Concepts
- Default settings apply: When the preview dialog is skipped, the settings from the Sproom Service Settings page (such as Enable Attachments and Include Invoice as PDF) are used automatically. There is no per-document override opportunity.
- Per-customer override: The setting can also be configured per customer through the Document Sending Profiles, allowing you to skip the dialog for some customers while keeping it for others.
Relations to Other Features or Apps
- Don't show Electronic Invoice Preview Dialog directly affects the behavior of Enable Attachments and Include Invoice as PDF — when the dialog is skipped, these settings can no longer be adjusted per document and always use the configured defaults.
- The setting can be overridden at the customer level through the Document Sending Profiles, which are part of the Document Handling framework.
- The feature applies to both sales invoices and sales credit memos.
Frequently Asked Questions
What settings are used when the dialog is skipped?
The default values from the Sproom Service Settings page are applied. The Enable Attachments and Include Invoice as PDF settings configured there are used for every document without prompting.
Can I skip the dialog for some customers but not others?
Yes. The Don't show Electronic Invoice Preview Dialog setting can be configured per customer through the Document Sending Profiles. This allows you to skip the dialog for high-volume customers with standardized settings while keeping it for customers that may need per-document adjustments.
Does skipping the dialog affect the content of the electronic invoice?
No. The electronic document content is identical whether or not the dialog is shown. The only difference is that you cannot change attachment and PDF settings per document when the dialog is skipped — the global or customer-level defaults are used instead.
When This Feature Adds Value
- You send a high volume of electronic invoices and want to eliminate manual confirmation for each document.
- Your electronic invoicing settings are standardized across all customers, and per-document adjustments are not needed.
- You use the post-and-send workflow and want unattended transmission without dialog interruptions.