Minimum Version Required: 25.01
Steps
View and Send Historical Invoices on Encompass Mobile
1. Historical Invoices can be accessed from the Customers Dashboard or in Event View through My Day. Tap on either button from the home screen of Encompass Mobile.
If accessing from My Day, select a customer event. If accessing from the Customer Dashboard, search for and select a customer.
2. Tap Historical Invoices from the menu.
3. Tap the blue hyperlinks to review individual invoice transactions for each invoice.
4. Tap the printer icon to print the invoice to a mobile printer or tap the envelope icon to email the invoice.
Send Multiple Invoices
1. Tap the checkboxes next to the invoices that will be sent.
2. Tap the envelope icon.
Review and Send Email
1. The customer's primary contact email will automatically populate in the 'To' field but this email can be removed and additional emails can be typed in.
2. Additional emails can be entered into the Cc and Bcc (optional).
3. Click the '+' symbols to access the customer's contact list as well as the company directory to add additional recipients.
4. The email subject line is automatically populated but is editable.
5. The body of the email can be left blank or a message can be added.
6. Tap the paper airplane symbol to send the email.
View Preview of Invoice PDF
1. Tap View PDF from Historical Invoices list
Historical Invoice Email Example:
The invoice hyperlinks in the Historical Invoice email generates a PDF version of the invoice to view and print.
