Invoicing - 
If a client would like to receive an email copy of their invoice each time it is created. This can be set up at the customer level of the account.

Automated - Emailed invoices are now a Notification feature that can be set similarly to a 3/2/1 day before, scorecard, and other notifications!

First, inside the customer profile under the Contacts & Notifications Tab, you can select "Create Notification"

Once inside the Create Notification modal, you can choose to send an invoice to a 

• Email

  • The email Invoice notification will send the below template found under Company > Templates

• Text

  • The text invoice will send the below template found under Company> Templates

This notification automatically checks the "Send invoice" on the invoicing page and will send the appropriate template (text/email) to the client upon creating invoices!