Files & Photos
CRM & Sales Management
Calendars & Schedules
Redline™ Planroom + Takeoff
ConstructionOnline Mobile App
To email an Invoice in ConstructionOnline.
ConstructionOnline provides the most powerful cloud-based Estimating in the industry, giving users the ability to manage their Project Financials from Proposal generation through final Invoicing.
THINGS TO CONSIDER
- Company Users assigned to the Project must have permission to be able to create, edit, or delete an Invoice.
STEPS TO EMAIL AN INVOICE
- Navigate to the desired Project via the Left Sidebar
- Select the Financials tab
- Choose the Invoicing category
- Click the Invoice # or Title of the Invoice you want to Edit
- This will open the Invoice Details pane
- Choose Send Invoice via Email
- Select Summary Invoice or Detailed Invoice from the dropdown menu
- The Invoice will open in a new tab
- Click the green Finalize And Prepare Email button at the top center of the page
- This will open the Send Invoice window
- Select who to send the Invoice to, enter a message, and click Send Email
HAVE MORE QUESTIONS?
We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.