Sending Invoices

How to send an invoice:

Invoices can be sent from several places within the app including the open invoices page, any of the job pages (proposal, active, completed, or approved), the My Day page, or even the client's profile page. On each of these pages, you will find a Message and/or Email button. On the Invoice Email page, you will select the Invoice Email template. This template will preload the email, including a link to the client's invoice, as well as the client's email address.  The sending date & sending method will also preload for your records. The send button can be found in the lower-left corner of the Invoice Email page. 

Screen_Shot_2020-08-11_at_11.04.09_AM.png

 

When can an invoice be sent from SingleOps?

The invoice document can be accessed and sent to the customer at any time throughout the job workflow. The one notable exception is for recurring jobs with fixed invoices. However, since the invoice will always be a reflection of the job in its current state, it's best to send invoices only when it is not expected that the billables of the job will change.  Sending invoices that require subsequent corrections or additions may lead to confusion and erode confidence in your company.

 
Was this article helpful?
1 out of 1 found this helpful

Comments

0 comments

Please sign in to leave a comment.