Please Note: For this article, we will be referring to estimates. However, invoices can be inserted interchangeably wherever estimates are mentioned since sending estimates and invoices follows the same process.
Send an Estimate to the Customer
Open up the estimate you’d like to send to your customer. Select the Send button.
Send Estimate Menu
Recipient
Select the customer name to choose the contact method (SMS or Email) you would like to use to send the estimate to the customer.
Select the Recipients bar to add additional recipients to the estimate.
A few things to know about sending an estimate to more than one recipient:
While you can select multiple customers to share the estimate with, you are only able to select one contact method per customer. This means that you cannot send an order to multiple phone numbers/emails on the same customer
All recipients will receive the same Subject and Message as it is written in the preview
The correspondence with each customer will show as separate chats in the message center (no group messaging)
Multiple recipients are not saved for the future. Sending an order, inspection, etc. will always default to sending only to the customer associated with the order, inspection, etc.
Message Template
Select the Template dropdown to search and select a message template. Check out our help article Message Templates to learn more.
Customize Message
Customize the subject line and message sent to your customer.
Allow Online Payment
Select whether or not you would like to allow your customers to pay online by credit or debit card.
Request Authorization
Select whether or not you would like to request customer authorization.
Request Authorization: Allow customers to authorize the estimate and work to be done
Request E-signature: Allow customers to electronically sign when authorizing estimates
Estimate Display Options
Select which information you’d like to include on the shared estimate.
Display Messages: Allow customers to view messages sent between them and the shop
Display Inspections: Allow customers to view inspections on estimates and invoices
Display Authorization History: Allow customers to view the authorizations made to this order
Customer Estimate Preview
Select Customer Estimate Preview to open a new tab to check that you’re happy with the estimate and message shared with your customer.
Send Estimate
Select Send when you’re ready to send the estimate to your customer.
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