Installation Company ERP / CRM


How To Send an Invoice via Email Link

  1. Firstly find the Contract the invoice is associated to.
  2. Click the ‘Invoices’ tab.
  3. Press the email icon on the right-hand side of the line number.
  4. Click Template or Compose Email.
  5. Click ‘Send Email’.
  6. Wait till processing finishes, once complete the invoice has been sent and a log has been automatically saved in the notes section.

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