How to send completed invoices via email?

Created by Shaikh Mudassir Khalid, Modified on Wed, 20 Dec, 2023 at 10:53 AM by Shaikh Mudassir Khalid

Click on the option ‘Finance’ from the left navigation bar.
Click on the option ‘Completed Invoices’.
Locate all the completed invoices in the mid-section of the screen.
Click on the value located under the column ‘Number’. A detailed view will populate on the right corner of the screen.
Click on the button ‘Email Invoice’.
A dialogue box will populate on the screen. As per the user’s requirement, please select from the checkboxes ‘Include CSV for invoice?’ or ‘Include PODs for these jobs?’.
Please type in a message in the text field ‘Update the text below to appear in the body of your email.’
Click on the button ‘OK’.