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 three-step process:
- Go to the History screen
- Open an Invoice from History
- Select File & Email (at the top left)
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