Automatic Email Invoicing Upon Job Completion

Summary:

  • A feature has been proposed to allow for invoices to be automatically emailed to clients upon the completion of a job.

  • This would streamline the billing process by ensuring invoices are sent promptly without manual intervention.

Details:

  • Current Functionality: Invoices can be set to change to "open" status automatically upon creation or completion of a job.

  • Proposed Enhancement: Introduce an option within the invoice settings to enable the automatic emailing of invoices, using the preset "invoice email" content, once a job is marked as completed.

  • Settings Integration: This feature would be an extension of the existing invoice settings, providing an additional option for users to automate the invoicing process further.

Benefits:

  • Increases efficiency by reducing the need for manual invoice sending.

  • Ensures timely delivery of invoices to clients, potentially leading to quicker payments.

  • Enhances the overall invoicing workflow by integrating automation in line with job completion.

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Upvoters
Status

Completed

Board

πŸ’‘ Feature Request

Tags

Communications

Date

Over 2 years ago

Author

David Blacklock

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