Under Invoices you find the company's invoices. You can open the individual invoice, book it, send it by email and take payment.
Search the invoices, and switch organizational unit at the top.
Tap an invoice to open it.
On the invoice you see customer details and lines, including customer, contact person, address, email, phone, requisition number, currency, invoice date and line items with quantity and amount. Address, email and phone can be opened directly in the maps, mail and phone apps.
With Book you post the invoice (you confirm first). If configured, the app can automatically suggest sending the invoice by email once it is booked.
Send by email lets you choose the desired report/print and opens the mail window, where you enter:
Recipients (chosen from the customer's contacts).
Subject and message (you can insert ready-made text snippets).
Any attachments.
The invoice can only be sent once it is fully booked.
Pay starts a card payment of the invoice via Softpay. Here too the invoice must be fully booked, and Softpay must be set up on the organizational unit in the web version of Sapera.
Which invoice reports you can choose is controlled by the report setup in Sapera.
All reports can also be produced as Excel.
Automatic email after booking is controlled by a setting that support can help set up.
