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Job Planning & Management Ideas Portal
Status Needs review
Created by Guest
Created on Nov 30, 2022

Add Automatic Invoicing to Job Audit Trail

When using automatic invoicing, a job's invoice gets sent to the customer automatically when the job is completed. The action of the invoice being sent does not appear in the job's audit trail (like it does when the invoice is manually sent by a user). This makes it difficult for office staff to know whether or not a customer received their invoice. The only way to find this info is to view the Email Delivery Status Report and search by customer which is tedious.

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