Describes how to email a work order invoice as a PDF attachment from within FleetLogic.
FleetLogic Administrator and Counter
FleetLogic web and mobile applications
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
To email a work order invoice as a PDF, do the following:
- In the FleetLogic menu bar, navigate to Invoices > Invoice List
The list of work order invoices opens
- Click the work order invoice you need to print
The INVOICE page opens
- Scroll to the bottom of the invoice and click Email
The Email PDF pop-up opens
- Type the email address of the intended recipient in the Enter recipient Email field
- Click Send
The work order invoice is emailed to the specified email address