Send an Invoice to a Customer

Send an invoice to a customer

fieldworker’s can send an invoice to the customer directly from the app. However, users can also send an invoice to a customer from the system via email or SMS. To do this:
  1. Go to the invoice
  2. At the top right of the page click SMS
  3. Select Send SMS Invoice
  4. Press Send
Alternatively,
  1. At the top right of the invoice page click Email
  2. Select Email Invoice
  3. Press Send
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