How to email a quote or invoice to a customer
Before you start
Email from JobSheet sends an HTML summary (reference, amounts, line totals). It does not attach a PDF automatically. Use Print / PDF in the browser if you need to attach a PDF yourself.
You need:
- Customer notifications turned on in Workspace settings
- A customer email address on the quote or invoice
- Available email allowance on your workspace plan
Email a quote
- Open the quote detail screen.
- Confirm the linked customer has an email address.
- Choose Email to customer.
- JobSheet sends the summary to that address. Check the quote status if you track sent quotes separately.
Email an invoice
- Open the invoice detail screen.
- Confirm the customer has an email address.
- Choose Email to customer.
- Void invoices cannot be emailed. Draft invoices can be emailed once the customer record has an email.
Note
Automatic PDF attachments and Stripe payment links are not in the current release. Card payment and PDF delivery stay with your usual process outside JobSheet.