New Auto Invoicing Feature Challenges

New Contributor

We're having some challenges with this new process and wanted to see if anyone else has figured out work arounds.

1. When a tech needs to add notes or work on estimating a repair, our Dispatcher adds another appointment to the already completed job. When they finish with that task and complete that 2nd appointment, Auto invoicing sends another email and it causes some confusion.

2. When we have a Project, auto invoicing only sends the individual invoice but we'd like the Project invoice to auto send at the end of the job instead.

3. I know ST is working on the issue of it only emailing that last added email but what's your workflow to combat that in the meantime?

Thank you!