Click here to know more about generating an Invoice in your org.
To email the invoice to the customers, please follow these steps:
- Go to the "Invoicing" tab in your TimeTracker account.
- Search for the invoice from the view and select it by clicking the checkbox at the beginning of each invoice row.
- Once selected, locate the "Send Invoice Email" button on the top right-hand side of the screen.
- You'll then see all the invoice-related details on the screen, including the invoice number, contact name, contact email, tax, surcharge, total bill amount, etc.
- Please review the details carefully and ensure everything is accurate.
- Finally, click the "Send Invoice" button, and the invoice will be emailed directly to the contact.
Please find the sample invoice that will be sent to the customer.
Click here to know more about editing the existing Invoice template. And Here for creating a new invoice template