Send an Invoice to Your Customer as a PDF

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Send an Invoice to Your Customer as a PDF

Here’s a quick tip for Manager SE users to send an invoice to a customer in PDF format. It’s an easy four-step process:

  1. Go to the History screen
  2. Open an Invoice from History
  3. Select File (at the top left)
  4. Select Email

 

The software will examine that customer, and if there is an email address on file, the Invoice from History will be packaged up into a PDF file and sent to the customer via your email client.

If there is no email address, the system will prompt you to enter one. Once you’ve entered it, the system will send the email, and save the email address to the customer record. Pretty cool, eh?

  • You can get more great tips like this and share ideas with your peers on the Mitchell 1 Manager Forum discussion board. Check it out! 
  • Read more about Manager SE
  • Read about adding more customer email addresses to your shop’s database with the SocialCRM Email Matching service
About the Author

John Dwulet

John Dwulet is the Senior Product Manager for Mitchell 1’s shop management software systems, including Manager SE and Manager Enterprise. He also serves as a trainer for Mitchell 1’s popular Management Training Workshops, and is an administrator of the shop management discussion forum. He joined Mitchell 1 in 1992 as a tech support agent and has held a variety of positions including quality assurance engineer, system integration analyst and corporate trainer.