This lesson will show you how to add materials to a job, create an invoice and then email it to a client.
Tap Browse Items
TIP: You can add an item/services from recent saved searches, suggestion list or browsing the item list.
Browse from the list
This is a list of all items in your inventory, you can add an item that you don't have by hitting the Add Item button, we will do this in the next step.
The customer details are automatically loaded.
Note: The invoice is automatically attached and an email template is loaded.
Make any changes you require to the email and hit send. Email templates are configured online and you can customise them to suit your business.
That's it! The invoice has been sent via email!
You can review the email in the Diary at any time to see what emails and invoices have been sent to a client.