Report Pro: Email An Estimate / RO / Invoice

Email an Estimate/RO/Invoice

Remember that Report Pro will load the Est/RO/Invoice currently visible in your shop management system or the Est/RO/Invoice last accessed in your shop management system

1. From Report Pro

2. Verify you are on the Home tab

3. Load the Estimate/RO/Invoice to Report Pro by selecting the invoice template, selecting the Reload button or hitting F5 on your keyboard

4. Click the Email button

5. If the customer has an email in your shop management system it is preloaded in the To field, otherwise enter the email address in the To field. You will be prompted to save this email back to the customer record after sending.

6. Click the Send button

7. If prompted to Save the Email address for this customer click Save or Do Not Save