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

Website

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

  • Repeat the above for any additional forms ensuring that they are all assigned to the same job number.

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

  • Finally, click "Approve and Email".

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

  • Click "Send"

App

  • Fill out the record and tap "Approve".

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

  • Repeat the above for any additional forms ensuring that they are all assigned to the same job number

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

  • Finally, tap "Approve"

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

  • Tap "Send"

Did this answer your question?