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GarageActive

Invoicing

Managers only

Email an invoice to a customer

Send an issued invoice straight to the customer. It arrives as a PDF attached to an email from your garage.

Steps

  1. Open Invoicing and choose the issued invoice.
  2. Choose Send to customer.
  3. Check the Email address. It's filled in from the customer's details. An address you type here isn't saved to the customer.
  4. Choose Send invoice.

Good to know

  • Emailing invoices is part of Premium. On Free, the button has a padlock, and choosing it shows how to upgrade.
  • Drafts can't be sent. Issue a draft first. Paid invoices can be sent too.
  • Each invoice sent is recorded in the job's Activity tab. A send we couldn't confirm isn't recorded there.
  • If a message says we couldn't confirm the invoice was sent, it may still arrive. Check with the customer before sending it again.
  • On any plan, you can save the invoice as a PDF and email it yourself.

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