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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Completed
π‘ Feature Request
Communications
Over 2 years ago

David Blacklock
Get notified by email when there are changes.
Completed
π‘ Feature Request
Communications
Over 2 years ago

David Blacklock
Get notified by email when there are changes.