Email an Estimate, RO, or Invoice from Report Pro
How to use Report Pro to Email an Estimate, RO, or Invoice to a customer.
Things To Note
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Report Pro will load the Est/RO/Invoice currently open or last accessed in your shop management system. See Change the Work Order Report Pro is Linked To for more information.
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This feature requires that Email settings have been properly setup - for more information please see Configure My Email Settings
How To
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Open your Report Pro software
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From Report Pro, select the Change Work Order button on the header menu
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Select the appropriate Invoice/RO/Estimate you would like to email
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From Report Pro
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Select the invoice type you would like to view from the menu on the left
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Review the Invoice
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Select either the Email or Email to Pay button (Email to Pay works with Bolt On Pay)
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From the Compose Email window:
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The Invoice/Estimate/RO will already be attached
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Fill out the body of the email
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Select the send button
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If prompted to save the email address for this customer select either Save or Do Not Save
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Please note that when sending an Invoice through Report Pro, you cannot include any additional attachments or images. If you wish to share further content with a customer, you will need to send it separately.