Send and Print Preview Invoices

From ServiceBridge you are now able to send and print preview invoices. 



To send invoices go to your Invoices tab:





Select any number of Invoices and click "Send"







It will then ask you to confirm that you want to send these Invoices to the customers. To confirm, click "Send"







Once you send the Invoices, you will be notified by the check mark located in the Sent column

 

 


Another way to send a Invoices is from the specific Invoice.

Find the Invoice, open it, and click "Send":








After you click Send you will now be able to choose whether to Preview the Invoice or Send the email.



SEND


If you click "OK" on the confirmation the Invoice will be sent to the customer. 

The customer will receive a email that looks like this:



PREVIEW


To Preview the Invoice click on "Preview"







Once the file downloads, click on it and it will open up the preview:








To edit this page you will need to log in to your QuickBooks account and click on:








"Company Settings"







"Sales" and "Customize look and feel"








From this page you are able to customize exactly how you want it to look. 
















 
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