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This section will go over some commonly asked questions regarding emailing invoices.
You can email an invoice to a customer through MobiWork. You can also use an accounting connector (e.g., Sage) to email the invoice to the customer. Please note that the MobiWork rendered version of the invoice will be sent if you decide to email the customer through MobiWork.
For more information on how to email an invoice to a customer, please see the Send Invoices to Customer page.
We recommend emailing your customer statements through your accounting connector software (e.g., Sage), however we can configure it (typically by generating a PDF file and setting up an email action).
You will be unable to view the date an invoice was emailed, and you will not be able to see if a customer has opened the emailed invoice.
While you can email invoices to customers based on steps (e.g., before the work order is completed, after it is completed, etc.) we recommend utilizing progressive invoicing.
You can use progressive invoicing from the original quote (e.g., you generate multiple invoices for each phase/completion milestone). Each invoice will then have its own terms & conditions and the corresponding payment(s).
In MobiWork, you can use a specific status to indicate that the invoice should not be emailed to the customer just yet. You can also use tags to accomplish the same outcome.
For more information on setting up customs statuses and tags, please see Customer Settings page for more information.
Customers cannot respond directly to invoices; however, MobiWork provides a "Contact Us" section for your company so that your customers can reach out to you.
Quotes have Approve and Request Changes buttons to help capture the customer's decision (e.g., signature/name for approval, comments/feedback for request changes, etc.). Once the customer responds to the quote, MobiWork will alert you right away.
If you have any questions or need further assistance, please let us know. We'd be happy to help!