invoice email
Answered
How do i send a pdf copy of an invoice as an attachment without having to download and save it first?
How do i send a pdf copy of an invoice as an attachment without having to download and save it first?
Within the lead, click the envelope on the top right then click the paperclip shown by the blue arrow. Then click where you type in the attachment and one of the options is "invoice"
Within the lead, click the envelope on the top right then click the paperclip shown by the blue arrow. Then click where you type in the attachment and one of the options is "invoice"
Yes doing what Chad showed should work for you.
Yes doing what Chad showed should work for you.
so simple when you know how, thank you.
so simple when you know how, thank you.
Replies have been locked on this page!