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      Sending Invoices to Customers
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        Sending Invoices to Customers

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          Sending a Single Invoice to Customers

          To send an invoice to a customer:

          1. Find the invoice that you want to send.
            • Works on the main Invoices view or the "View all Invoices" page.
          2. Click on the "Send Invoice" mail icon.
          3. Include a message if desired.
          4. Select which contacts to email the invoice to.
            • Customer contacts appear as options with checkboxes next to them.
            • You can also enter additional email addresses to send to.
          5. If the invoice is sent, you will see a green circle with a white checkmark confirming a successful send.

          There is also a Domain Setting to allow Invoice PDFs to be attached to their respective emails.

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          Sales Order Acknowledgements/Invoice PDF Previews:

          Our invoice preview is just for you to get an idea of what the invoice could look like at invoicing, it will not actually create a real invoice in Steelhead and be in the invoicing dashboard.

          • Its overall purpose is so you can create a preview of what you're invoice will look like at work order completion.
          • In order for it to be used we would have to add a new preview invoice pdf template so it appears the same as your actual invoice template.
          • Invoice preview is a document for the best-guess price they will see on the invoice (pre-tax).
            • This is useful because some users of Steelhead like to send a sales order to customers before invoicing.

          Add Files To PDF:

          • Users may add files to sales order acknowledgements.
          • When additional files besides the generated sales order acknowledgement pdf are needed to be sent to a customer, the attach files feature will allow you to do so.
            1. Create a Sales Order Acknowledgement.
            2. Click the attach files button.
            3. Select existing files from the sales order, work order or upload new files.
            4. Click "Save".
            5. Send the Sales Order Acknowledgement email.

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          Sending Multiple Invoices to a Customer

          To send multiple invoices to customers at the same time:

          1. Find the invoices that you want to send to the customer on the Invoices card and select them.
          2. Click on the "Bulk Actions" button.
          3. Confirm that all invoices appear as expected.
          4. Click SEND [#] INVOICES.
          5. Select which contacts to email the invoices to.
            • Invoice contacts appear as options with checkboxes next to them.
            • You can also enter additional email addresses to send to.
          6. If the invoices are sent, you will see a green circle with a white checkmark confirming a successful send.

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          Invoice Contacts

          Once you have sent an invoice to a specific customer email address, it will be saved as an invoice contact and listed in a separate list above other customer contacts within the Send Invoice menu.

          To learn more, check out this video about customer contacts.

          Or see this tutorial video for sending invoices to customers

          More Syncing Tips:

          You will see an error like this if your invoice fails to sync:
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          • If this happens, it automatically tries to sync again when the integration runs
            • If the issue causing the sync to fail is corrected, the invoice will sync and the error message will disappear.
            • There's no need to do anything manually to get it to sync once the issue has been corrected
          • You can also manually mark an invoice as synced, which prevents the invoice from attempting to write to accounting
            • However, you should only do this if you have confirmed that the invoice has been recorded in your accounting software
            • This is so that you don't lose the invoice info in accounting software

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