FieldFlō allows you to send Bills via email directly from the Project. This article will show you exactly how to accomplish this!
Required
In order to send a Bill, you must have the following roles enabled:
• View All Projects or View Assigned Projects
• Add Bill
Here are the steps on how to send a Bill:
Click Projects on the left main menu.
You can Search for your project using the Project Name / Project Number, or scroll to find your project. Once you find the project you need, click on it to open it up.
Click the 3 Dots on the top right, then click Billing.
Click the 3 Dots next to the bill that you need to send, then click Send Bill.
Configure the following sending options, then click Send.
Now your Bill has been emailed