Example of Sending Invoices to Customers for Support

Example of sending invoices to customers for Support

- Hi, I'm Rebecca from Jobber. Now that we've created an invoice, let's talk about how to send it off to your client. If you're starting with a draft invoice or creating a brand new invoice, when you go to save the invoice, click save and, to save the invoice and send it either by text or email all in one go. If you've previously created and saved an invoice, you can send it by navigating to the invoice and clicking send text message to send the invoice by text. If you'd prefer to send the invoice as an email, click more actions email. Before the message is sent off, you'll have the opportunity to preview the message and add any additional notes for the client. This preview is where you can add additional recipients who will receive this invoice. If you're sending the invoice by email, this is where you can add attachments such as photos or additional documents. For email, you'll also see an option to send yourself a copy. Checking this box will add the email address you use to log into Jobber as a bcc. If you are mailing the invoice to your client rather than sending it through Jobber, click more Actions, print to print a copy of this invoice. Once the invoice has been dropped off at the post office, you'll need to mark it as sent in Jobber by clicking more actions, mark as sent. This action will take the invoice out of draft status and into a waiting payment status which will help keep you on track with which invoices have been sent and which ones haven't. Thanks for watching. If you have any questions, be sure to check out our help center and our other videos.