(*Due to the configurability of the system's Language, Feature Location and Permission Level, descriptions and images may not be exactly as shown in your system)
Emailing a Quote or Invoice in BPro is easy!
From within an order there are 2 menus that you can email your Quotes and Invoices from, the 'Checkout' and 'Manage' menus.
1. From the 'Checkout' menu, scroll down and click the 'Invoice' tile.
2. From the 'Manage' tab, scroll down and click the 'Send/View Job Emails' tile.
Once you have selected your email template to send, select your recipients.
Choose whether to attach your quote as a .pdf file (It may be set to be attached by default) and choose which invoice template to display it as. You may also choose to attach any additional files!
Once you are ready to send your quote email, click the 'Send' button in the bottom-right corner of the email form!
Nice work! You have sent an email!