Quick Summary
Chrometa has integrated a new feature allowing users to email Chrometa-generated invoices directly to their clients. This eliminates the need for external email applications and makes invoicing faster, more organized, and trackable within Chrometa.
Step-by-Step Instructions for Emailing a Chrometa-Generated Invoice
Step 1: Generate the Invoice in Chrometa
- Log in to your Chrometa account.
- Navigate to your time summary or invoices page.
- Select the relevant time entries or client you want to include in the invoice.
- Click on Generate Invoice. Review the invoice details to ensure everything is accurate before sending.
Step 2: Add an email to your client
- Ensure your client has at least one email address. If not:
- Go to Clients.
- Locate a specific client.
- Click Edit and enter the email address.
- Once created, The first email address will be used for invoicing.
Step 3: Email the Invoice
- Go to Invoices and locate the invoice you wish to email.
- A preview of the invoice will appear in the sidebar, ensuring you have selected the correct document.
- Click Actions and select Email to Client.
- A dialog box will open for composing the email:
- To: This field will auto-populate with the client’s email address if it's stored in Chrometa. You can manually add or edit the email address as needed.
- Subject: The subject line will auto-fill with the project name or invoice title. Modify it if necessary.
- Message: You can include a custom message with the invoice to give the client more context.
- Once satisfied with the email, click Send.
Benefits of This Feature:
- Streamlined Billing Process: Sending invoices directly through Chrometa means fewer steps, no switching between apps, and faster invoice delivery.
- Tracking & Transparency: All email communications related to the invoice, including delivery status and responses, are saved in the Chrometa communication, making it easier to follow up.
- Professional Communication: By keeping all client interactions within one platform, it ensures that your communication remains professional and well-organized.
This new feature simplifies the invoicing process, making it easier to keep track of payments and maintain clear records of client communications.
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