08-31-2023 01:06 PM - edited 08-31-2023 01:07 PM
Has anyone else lost the option to email the job invoice and estimate together on the office side? I just noticed the option to include estimates as a PDF when you click the email button on the invoice page was gone. I just got with tech support but they are saying this was never an option, you can only do it like this from the mobile side.... I have done this many times from the office side... If anyone can still do this and could share a screenshot of the option it would be much appreciated so I can send back to tech support...
08-31-2023 02:12 PM - edited 08-31-2023 02:34 PM
We still have this option, though I have only noticed it as an option when in the opportunities but not through the invoice. Usually if I email the customer their options I can then select to send all PDF estimates.