Email invoices to customers.
It is beyond me as to why you can not email an invoice to a customer. You can not email a contact of a main account. You can not email a contact when the main account does not have an email. In certain cases, even when the main account and the sub account has an email you can't email. Worst of all, you can't just email an invoice to an email address of your choosing. This is a monthly subscription service and it's missing the very basics of emailing customers.
As I said, it's completely beyond me as to why this software would have such extreme limitations on email options...
Jim Walker
shared this idea
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Jim Walker
commented
Ad-Hock looks like just an email to me and nothing to do with sending the invoice. I have no idea if sending an email to the email on the ticket it's self even works. Why is there no way to send the invoice to the invoice contact with out sending to the contact address as well? In a system that is supposed to make your life easier, why would you ever want to create a pdf then manually send that?
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Amy M
commented
If you are an admin you can email customers and contacts from the Invoice screen. If there is no email address, there is a "Send Ad-hoc email" option to enter an email address or you can enter another address in the "Invoice Email" field on the invoice. The workaround for any issues is to make a PDF and email it manually.