Email Posted Invoices?

Manager SE Reports & printing
Locked
RobertsCollision
Member
Posts: 1
Joined: Fri Apr 22, 2016 10:02 am

Email Posted Invoices?

Post by RobertsCollision »

There needs to be an email option when viewing posted invoices. Currently, when a customer requests a copy of an invoice that has already been posted, I have to unpost it, then email it, then post it again. I've also encountered odometer discrepancy issues when having to unpost an invoice (for emails or any other corrections) and other invoices have been posted with a later date/mileage.
User avatar
ricmorin
5K Holy Smokes Contributor
5K Holy Smokes Contributor
Posts: 5997
Joined: Mon Jul 25, 2005 10:11 am
Location: New Hampshire
Contact:

Re: Email Posted Invoices?

Post by ricmorin »

Welcome to the Forum.

If you don't already have an email button at the bottom of your posted Invoice, you can email them this way. Open the order so it is on your screen. Take your pointer up to the top left where it says File, and click on email.

I don't know what version you are on, but the latest version has an email button right on the window for you.
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com

I find my life is a lot easier when I use Special Orders
User avatar
Johnny5
500 Club: Champion Contributor
500 Club: Champion Contributor
Posts: 654
Joined: Wed May 26, 2004 2:03 pm
Location: John Dwulet

Re: Email Posted Invoices?

Post by Johnny5 »

Version 7.0.0 introduced: Ability to email Customer Vehicle Report from history tab and email history invoice detail
John Dwulet AKA: Johnny5
Retired - Mitchell1
Locked

Return to “Reports + Printing”