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Work Orders - emails need to include Invoices
Work Orders - emails need to include Invoices

Change the global setting to send Invoices with all Work Orders

Beau O'Hara avatar
Written by Beau O'Hara
Updated over 3 years ago

Summary

If the Work Order email needs to also include the Invoice, go to Settings/Work Orders and put a check mark in [X] Attach invoice to completed work order email.

Key Points

  • Update the Attach invoice to completed work order email setting

  • Disable the Automatically Email Invoices setting in the customer's Billing page

  1. Click the Settings gear icon in the upper-right corner 

  2. Click [X] Attach invoice to completed work order email

Note If you have Automation Type set to Automatically Email Invoices in the customer's Billing page, the customer will receive two emails. One with the Work Order and Invoice and one with just the Invoice. If you go with [X] Attach invoice to completed work order email, turn off Automatically Email Invoices.

Also, when you are creating the Work Order, the billing frequency must be marked For Every Work Order. Monthly, Quarterly, and Yearly settings do not send an Invoice with the Work Order.

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