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Email a Work Order Invoice in FleetLogic

Describes how to email a work order invoice as a PDF attachment from within FleetLogic.

Type

How to 

Audience

FleetLogic Administrator and Counter

Products

FleetLogic web and mobile applications

Context

Email a work order as a PDF attachment from within FleetLogic when you need to invoice a customer who requires an electronic copy of the invoice. 

 

Note: You must enable the company email service in FleetLogic to use this functionality. See: “Enable the Company Email Service in FleetLogic” for more information.

 

Before You Begin

Required: Internet connection; valid FleetLogic login credentials and access permissions; existing invoice; and existing work order, company email service enabled, existing email address

Optional: Mobile device with an internet connection

 

Steps

To email a work order invoice as a PDF, do the following:

  1. In the FleetLogic menu bar, navigate to Invoices > Invoice List
    The list of work order invoices opens
  2. Click the work order invoice you need to print
    The INVOICE page opens
  3. Scroll to the bottom of the invoice and click Email
    The Email PDF pop-up opens
  4. Type the email address of the intended recipient in the Enter recipient Email field
  5. Click Send
    The work order invoice is emailed to the specified email address

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