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How to Send Records and Invoices in One Email
How to Send Records and Invoices in One Email

You can send multiple records in a single email, if you issue the invoice last.

Patryk Hirny avatar
Written by Patryk Hirny
Updated over 3 weeks ago

For a single job, you can send multiple records in one email, if you issue the invoice last.

Website

  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 forms ensuring 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

  5. Click "Send"

App

  1. Fill out the record and tap "Approve" and then select "Email" or "Preview.

  2. Click "Home". Do not send an email at this point.

  3. Repeat the above for any additional forms ensuring 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, please note you can untick the checkbox if you do not want to send the record.

    6. Tap "Send"

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