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Email a Work Order Invoice in Texada Web

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

Type

How to 

Audience

Texada Web Administrator and Counter

Products

Texada Web, Texada Mobile

Context

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

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

Before You Begin

Required: Internet connection; valid Texada Web 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 Texada Web 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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