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Emailing invoices

Allow invoices to be emailed to clients.

Need to allow for some clients receiving emailed version and other receiving hard-copies.

Some customers need the audit report attached.

In some cases the email should go to the client contact email address but in others the client billing email should receive it.

The email address to whom the invoice was sent will be recorded against the invoice and will be available in the report centre.

Harriet Dyson

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The new Send option on invoices allows for emails to be emailed or printed with or without the time report. Emailed invoices will be sent to client billing email address unless the work has invoice settings of one invoice per job, in which case the invoice is sent to the client contact. The email address used is stored on the invoice.

Robert Owen 0 votes
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