Email Invoices

OBJECTIVE

To email an Invoice in ConstructionOnline.

BACKGROUND

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

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab
  3. Choose the Invoicing category
  4. Click the Invoice # or Title of the Invoice you want to Edit
    1. This will open the Invoice Details pane
  5. Choose Send Invoice via Email
  6. Select Summary Invoice or Detailed Invoice from the dropdown menu

    1. The Invoice will open in a new tab
  7. Click the green Finalize And Prepare Email button at the top center of the page 
    1. This will open the Send Invoice window
  8. 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.