Automatically email invoicesLast updated on 03/02/2023
To ensure that every customer receives their invoice once a job is completed, you can configure invoices to be emailed automatically. You can also customize which invoices are automatically sent and which ones still need to be manually emailed.
Things to know
Turn this feature on or off according to Job Types, Business Units, and Technicians in the Automatic Invoicing settings
The invoice is sent to the most recent email address added to the customer’s profile. This is the email address at the bottom of the customer’s Contacts list
An invoice is automatically sent once an eligible job has the Completed status
Exclude customers from automatic invoicing
Search for the customer you don’t want to receive automatic invoices.
Click Edit
. Edit customer opens.
Click the Tags field and select “
Do not auto-send invoice” from the dropdown.When you’re done, click Save.
. 
Manage your Excluded Customers list
Go to the navigation bar and click Settings
. In the side panel, click Invoicing > Automatic Invoicing.
Under Excluded Customers, click Remove next to the customer name for which you want to enable automatic invoices.
Tip: You can also remove the tag by opening the customer’s profile, clicking Edit
, clicking the X next to the tag under the Tags field, and saving your changes. When you're finished, click Save.
. 
Select which technicians are allowed to send automatic invoices
Go to the navigation bar and click Settings
. In the side panel, click Invoicing > Automatic Invoicing.
Under Technicians, click the toggle next to each technician’s name to enable or disable their jobs from having invoices sent automatically.
When you're finished, click Save.
Select which job types allow for automatic invoices
Go to the navigation bar and click Settings
. In the side panel, click Invoicing > Automatic Invoicing.
Under Job Types, click the toggle next to each job type to enable or disable automatic invoices.
When you're finished, click Save.
Select which business units allow for automatic invoices
Go to the navigation bar and click Settings
. In the side panel, click Invoicing > Automatic Invoicing.
Under the Business Units section, click the toggle next to each business unit to enable or disable automatic invoices.
When you're finished, click Save.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.