How do I email invoice and preview Invoice inside job details?
Select any job from the Jobs list, then navigate to the Overview section, and click on the Item / Invoice button available at the top, then select Invoice Tab.
After that click on the Preview and Send Email button on the screen.
clicking on the Preview and Send Email button will open the “Preview and Send Invoice” pop-up. On the right side, you can preview the invoice before sending it.
Clicking on the Download button will download the invoice in PDF format.
Then on the left side, Select the delivery mode from the available options: Email, Whatsapp, or Both. In the To field, enter the recipient’s email address. You can add additional recipients in the CC field.The Subject field will be auto-filled with the invoice reference, which can also be edited if required. In the Message section, the default invoice message template will appear automatically. You can modify the message as needed.
You can also add other attachments in the email from the Add Attachment option.
If you want to send an E-signature pad to collect the customer’s signature on the invoice, select the checkbox available with the “Send E-sign Pad with Email” option.
Under the Other Attachment(s) section, you can select additional documents such as a Job card to send along with the invoice by checking the checkbox available beside the attachment name.
Clicking on the Send Invoice button will send the invoice to the selected recipient(s).
Clicking on the Send Invoice button will display a success alert: “Invoice generated and mail sent successfully.”
After that click on the Preview and Send Email button on the screen.
clicking on the Preview and Send Email button will open the “Preview and Send Invoice” pop-up. On the right side, you can preview the invoice before sending it.
Clicking on the Download button will download the invoice in PDF format.
Then on the left side, Select the delivery mode from the available options: Email, Whatsapp, or Both. In the To field, enter the recipient’s email address. You can add additional recipients in the CC field.The Subject field will be auto-filled with the invoice reference, which can also be edited if required. In the Message section, the default invoice message template will appear automatically. You can modify the message as needed.
You can also add other attachments in the email from the Add Attachment option.
If you want to send an E-signature pad to collect the customer’s signature on the invoice, select the checkbox available with the “Send E-sign Pad with Email” option.
Under the Other Attachment(s) section, you can select additional documents such as a Job card to send along with the invoice by checking the checkbox available beside the attachment name.
Clicking on the Send Invoice button will send the invoice to the selected recipient(s).
Clicking on the Send Invoice button will display a success alert: “Invoice generated and mail sent successfully.”