Clean It Up
UK Window Cleaning Forum => Window Cleaning Forum => Topic started by: AuRavelling79 on April 16, 2017, 10:49:28 am
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I use George but have never used it to raise an invoice which I do by typing up a simple Word document and usually emailing it (rarely posting it) to the customer.
I raise between about 6 and 12 invoices a month for commercial work but these customers are on George as normal customers and so on George I just handle them as I do my domestics.
How would I just take a George invoice and email it to my customer? Is that possible or must I print it, scan it and then send it?
Not sure I'm making myself clear, but any help appreciated.
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Easy. Just raise the invoice in the normal way. And select one of the pdf options after you press print.
The pdf can then be found in your george/pdf/ folder
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If you go into system then settings and activate the internet option of George by just ticking it, it will ask to do a test run and it will choose which ever email program you use
When test says it's all ok
Then when you go to customer, click print invoice it will shoe little box with various options
Choose the one that says email invoice
And follow the instruction
Job done