You can configure repair order and counter sale invoices to be automatically emailed to a customer on the customer record screen.
Note: Please note - your customer may need to add noreply@brightorder.com to their address book or safe sender list if the invoices are trapped by their email program's spam or junk mail folder.
Go to Administration > Customer. Search for a customer and click on the Customer Name.
Under the Contacts tab click + Add Contact.
Input the contacts First Name, Last Name, and Email. Check the Email Invoice Att checkbox to ensure the invoice is emailed to the contact.
You can also check the Notify PM Overdue, Notify PM Reminder, Notify Equ Transfer checkboxes if the customer contact wantsto be notifed of PM's and equipment transfers.
Click on Save/Exit to add the contact.
When a Repair order is invoiced the Customer Contacts will get an email with the RO invoice attached.
Below is an example of how the email looks like.
This is an example of the RO Invoice attachment from the email sent.
When a Counter Sale is invoiced the Customer Contacts will get an email with the counter sale invoice attached.
Below is an example of how the email looks like.
This is an example of the Counter Sale Invoice attachment from the email sent.