Skip to main content

Emailing Records and Invoices Together

If creating an invoice for a job, you can send multiple records together in a single email.

Aron Washer avatar
Written by Aron Washer
Updated yesterday

Throughout the course of a job, you might create several records for that customer before issuing an invoice.

Rather than sending your customer several emails, you can keep everything together through a simple workflow in Gas Engineer Software.

On the web portal

  1. Fill out the record and click "Approve & Preview".
    This will generate a PDF of the record without emailing it to the customer.

  2. Repeat the above for any additional records. Make sure that they are all assigned to the same job number.

  3. Create your invoice, again ensuring that the job number is the same.

  4. Finally, click "Approve & Email".

    You should now see the preview of the email, along with all the records being shown as attachments at the bottom:


    ​Any that you do not want to send can simply be unticked.

  5. Click "Send".

On the mobile apps

  1. Fill out the record and tap "Approve" and then select "Preview". Do not send an email at this point.

  2. Click "Home".

  3. Repeat the above for any additional records. Make sure that they are all assigned to the same job number.

  4. Create your invoice, again ensuring that the job number is the same.

  5. Finally, tap "Approve" and then select "Email"

    You should now see the preview of the email, along with all the records being shown as attachments.

    Any that you do not want to send can simply be unticked.
    ​

    6. Tap "Send"

Did this answer your question?