How to Send an Invoice or Quote in Shop Manager.

  1. Click on your work order
  2. Click on the Envelope icon in the contact section

  1. Click on 'Select Template' to show a dropdown of choices

  1. Select 'Invoice Link'. If you would like to send as a quote, select 'Quote Link'

  1. It will now show a preview of the email that your client will receive. You can click on the invoice to preview it also. If all looks good, then you can click 'Send' and the email with the invoice will be sent to your client.

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