Steps to send an invoice to the customer

 

1. Go to the quotes module. Select the existing quote

2. Click on submit page

 

 

3. Select the send quote or work order tab

Click on Send Quote Or Work Order

 

4. Click on the type of invoice you wish to send.

Click on email a full invoice

 

5. Pre-built template will pop up, you just need to click on send to send the invoice to the customer. The email id of the customer will auto-populate that is corresponding to this Quote.

Click on send and your invoice is sent to customer