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