Invoice Preview Configuration #
Step 1: Preview Invoice #
Review before sending:
- Click Preview button
- PDF generates with all customizations
- Review for:
- Correct customer information
- Accurate line items
- Proper calculations
- Professional appearance
Preview Shows:
- Company logo and info
- Complete service details
- All charges itemized
- Clear total due
- Payment instructions
Invoice Delivery Options #
Automatic Email Delivery #
Configure auto-send rules:
Auto-Email Process:
- Job marked complete
- Invoice generates
- System waits for the approval
- Email sent automatically after approved
- Status updates to “Sent”
Manual Review and Send #
For invoices requiring review:
Manual Process
- Invoice generates in draft
- Notification to billing team
- Staff reviews invoice
- Makes any adjustments
- Clicks Save and Send to Customer
When to Review Manually:
- High-value invoices
- New customers
- Unusual services
- Warranty work
- Disputed charges
Email Configuration #
Set up professional email delivery:
Email Template
Subject: Invoice #[Invoice Number] – [Company Name]
Dear [Customer Name],
Thank you for choosing [Company Name] for your service needs.
Attached is your invoice for services completed on [Service Date].
Invoice Summary:
– Invoice Number: [Invoice Number]
– Service Date: [Service Date]
– Amount Due: [Total]
– Due Date: [Due Date]
Service Performed:
[Auto-populated job description]
Payment Options:
– Pay online: [Payment Portal Link]
– Check: [Mailing Address]
– Phone: [Phone Number]
Please contact us if you have any questions.
Best regards,
[Company Name]
[Contact Information]
Email Features:
- Professional HTML template
- Mobile-responsive design
- PDF attachment
- Payment link included
- Read receipts optional
