We do not use the automatic email feature for our technician's completed invoices. Our accounting department needs to review the invoices for accuracy. It would be beneficial if there was an indicator on the invoice screen to determine if an email has been sent or currently needs to be sent. The only way to verify this is to go to the job screen and scroll through the job history log. We would like to be able to improve on our workflow and customer communication.
This is not a report, this is your accounting tab/transaction hub, this is where you want review invoices one a the time and batch them once you have marked as reviewed and if tou click on any of the columns that is no highlighted blue, a flyout will pop-out and you can see the invoice details, make sure everything is correct, once everything is correct, you can bulk email them and add to batch (if you don't have the auto-batch on). Below is the knowledge base details