Send an invoice by email via webmail
To save time and send directlyyour validated invoicesfrom Jarvis.
Prerequisites: Your email must be synced in your Settings. If this is not the case, you will not have access to the "Send by email" button.
To send your invoices:
- Appointmentin the tabBilling
- Click onInvoices
Use the filters to view only thevalidated invoices. (Status: validated)
- Check the invoice to send
- Click onSend by email
- Your webmail opens with your invoice as attached
- Make your changes
- Click onSend
- Your invoice will pass directly into statusTo pay.Since you have chosen to send it by email, you will not have to use the buttonPrint and post.