There are a few different ways to send your estimates and invoices to customers in FieldPulse. The process is the same whether you're sending an Estimate or Invoice, so in this guide we'll show you how to send an Invoice to a customer. Follow the same steps with an Estimate.
1. Send Directly in FieldPulse Through Email
The simplest way to send an invoice in FieldPulse is directly through the platform. To do this, navigate to the invoice you want to send. On the Invoice Record, click 'Preview'.
This will create a new PDF invoice. To send it via email, simply click 'Email to Customer' at the top.
On the next page a window will pop up with the email details. Adjust the email subject line and body as needed and double check the recipient details. Once everything looks good, click 'Send'.
You just sent a PDF invoice to your customer through email. Note that our system makes it look like the email came from your own email and your customer can reply directly to you. If you actually want to send the invoice PDF through your own email client, follow the steps below.
2. Download and Share Through Your Own Email
Follow the same steps as above to generate a PDF invoice, but on the PDF page, click 'Download PDF'.
That will save the PDF invoice to your computer, and you can attach it to an email in your own email client.
3. Print and Share In-Person or Through Postal Mail
For customers that don't want to receive invoices or estimates through email, you can print your invoices and deliver them in person. To do this, simply generate the PDF in the same way, clicking 'Generate PDF' then clicking 'Save'.
This will save the PDF to your computer. From there you can print the PDF and deliver to your customer in-person or through postal mail. In some browsers (like Google Chrome) you can print directly from your browser by clicking the print button above the PDF after you save it (please note that the location of this button will depend on your browser and device).
Congratulations! You just learned how to send estimates and invoices to customers. If you need any help please email us at firstname.lastname@example.org or live chat with us using the blue button in the bottom right corner.