7/28/2023 0 Comments Joist app invoice![]() When you are ready, simply tap the Send button (paper airplane icon) in the top right corner of the screen and an SMS will be sent to your client.įirst create and save your estimate or invoice, or click to view any estimate or invoice already saved to your Joist account.įrom the buttons presented at the top of the screen, click Email. The Send Email screen will appear. If no phone number was included in the client section of your estimate or invoice, you can enter the number in the To section at the top of the screen now. If you choose to send by SMS, the messaging screen will open with a new message ready to send to your client's phone number. When you are ready, simply tap the Send button (paper airplane icon) in the top right corner of the screen and Joist will send the email to your client on your behalf. If not, you can tap in this field and enter the email address now. Here the email address for your client will already be added in the To section, if you've included this information to your document. If you choose to send by email, you will be taken to the Send Email screen. Tap whichever method you prefer to continue. A list of options will now appear, including Email, and SMS. Tap the Green Circle in the bottom right corner of the screen. When you are ready, simply tap the send button in your messaging app and an SMS will be sent to your client. This link is how your client will be able to view the estimate or invoice. You can customize the message if you like, just be sure not to edit or remove the link we've added. If you choose to send by SMS, your messaging app will open with a new message ready to send to your client's phone number. When you are ready, simply tap the Send button in the top right corner of the screen and Joist will send the email to your client on your behalf. You can customize the Subject and the body of the email if you like. Here the email address for your client will already be included in the To section, if you've added this information to your document. A list of options will now appear, allowing you to send By Email, By SMS, or by using the share options built into your iOS device. You can send your Joist estimates and invoices to your clients right from the Joist app as either an email or an SMS message.įirst create and save your estimate or invoice, or tap to view any estimate or invoice already saved to your Joist account.įrom the buttons presented at the top of the screen, tap Send.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |