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Emailing Estimates and Invoices to your Customer

Here's how you can easily email estimates and invoices

 

Before Sending the Estimate:

  1. Ensure the customer's email address is entered in the estimate or customer record.
  2. Verify your shop's reply-to email (Store Email) is correctly set in Settings. Replies are directed to the first email listed in the Store Email field. Note: If you update your Store Email, it may take up to a business day to fully apply.

How to Email the Estimate:

  1. Open the estimate or work order.
  2. Confirm that the customer’s email address is correct.
  3. Click Send Estimate to Customer or Send Invoice to Customer (located at the bottom right of the estimate screen).
  4. That's it! The estimate has been sent to your customer's email. The email they receive will have a link to the estimate. The customer can also reply to the email and it will send an email back to you at the shop.