If you do not have integration with an accounting system that will be connected with Serviceprotocol.com but are sending documents to someone responsible for invoicing, you can use the Email integration. An email address to which invoice documents (pdf) are sent can be specified in the integration, but it is also possible to choose other email addresses where the documents should be sent.
Step 1:
Set up Email Integration.
Requires admin permission.
Do this:
- Go to Group settings.
- Scroll to the bottom of the page.
- Click Add integration.
- Choose Email in the drop down list
- Fill in the email address where invoices should be sent.
- Save
Step 2:
On the order
When an order is complete, click Ready for invoicing and answer Yes in the popup that opens. An email will be sent to the specified email address with the invoice document attached as a PDF. Images are attached to the email but not pdfs uploaded to the order.
Alternative:
If you answer No, click Send order.
You can also choose to send via Email / SMS – Send invoice. If you have PDF and images on the order, choose which files should be sent in the email.
Conditions: In Email Settings, select “Include uploaded files when sending”.
