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Go over signature invoice

if you're working with a company that uses snap Docs to manage their loan closings there's no need to invoice the company this is because Sam Docs automatically generates invoices for companies once they close the order what you can do though to help move an order along is just to make sure to add a signing status after the appointment to let the company know whether the consumer is successfully signed adding the sign status completes the order and must be done in order for the company to close it if you've manually added an order to your account for a company that doesn't use snap Doc's though you can choose to generate an invoice and send it to them through your snap Docs account so I'm going to generate an invoice and send it to my client here for this very signing and my client on this is awesome title company so I'm just going to click on that order from a dashboard in order to generate an invoice I will need to add a signing status to this order so to do that just click the add sign status button I'm going to say that this signing was successful just going to put in some quick tracking information and just going to let the company know that the package was dropped off immediately after the signing and once I filled in everything for my signing status I'm just going to click Save once I've added assigning status I now have a couple of options I can create an invoice I can also close the order and clicking on the upside down my triangle gives me the option to cancel the order but here I'm going I want to create an invoice and send it to my client so to do that just click on the create invoices button a pop-up should appear where you can preview and edit the email that we sent to the company when you in place them so you can edit any part of this email that includes the email address that you want to send the invoice to the subject and the body of the email you can view the generated invoice by clicking on the attachment link and a PDF file should download you can also choose to just download the invoice if you'd prefer to do that instead of sending your client the invoice and you have the option to do that by just clicking the download invoice only link and that will just download a PDF of the invoice and to view it just click on it and so here is what an example invoice looks like going back to the very signing though I actually wanted to send my client the invoice so if you want to redownload your invoice or if you ever change your mind and actually want to send the invoice to your client just click on the invoice button and the pop-up should appear...