Triggers
With the Trigger feature, you have the option to:
- Automatically send all invoices by email when the job’s status is set to complete.
- Automatically email a receipt when an invoice is paid.
- Automatically pulls materials from the previous service to the next recurring active job.
- Automatically skip the Draft step when generating invoices.
Frequently Asked Questions:
Do triggers apply to all customers?
Yes, triggers are a global setting which will apply to all customers in your account.
Does 'Auto-Receipt' apply to online payments as well?
Yes, if a customer pays an invoice online, ‘Auto-Receipt’ will automatically email a receipt to the customer.