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      Email an Estimate, RO, or Invoice in Report Pro

      How to Email an Estimate, RO, or Invoice to a customer using Report Pro

      Things To Note

      • Remember that Report Pro will load the Est/RO/Invoice currently visible in your shop management system or the Est/RO/Invoice last accessed in your shop management system. See Change the Work Order Report Pro is Linked To for more information.

      • This feature requires that Email settings have been properly setup - for more information please see Configure My Email Settings

      How To

      1. Open your Report Pro software

      2. From Report Pro, select the Change Work Order button on the header menu

        1. Select the appropriate invoice/RO/Estimate you would like to email

      3. From Report Pro

        1. Select the invoice type you would like to view from the menu on the left

        2. Review the Invoice

        3. Select either the Email or Email to Pay button (Email to Pay works with QuickCharge Pro)

          1. From the Compose Email window:

            1. The invoice/Estimate/RO will already be attached

            2. Fill out the body of the email

            3. Select the send button

            4. If prompted to save the email address for this customer select either Save or Do Not Save