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Update to the "Send invoices" checkbox settings

Related products:Billing
Update to the "Send invoices" checkbox settings
alex
Team Skimmer
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We've updated the default setting for the "Send invoices" checkbox to "on." This change is solely for clarity and does not affect the email behavior. This means that any email address that was previously receiving invoices will continue to do so. This adjustment simply aims to provide a clearer understanding of which emails are receiving invoices.

 

Before the update:

 

After the update:

 

Leave any questions you have in the comments, and we’ll be happy to answer them.

mikebluecreek
Rookie Member
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I never understood the function of that Send Invoices checkbox. What does it do? 


Gabriel
Team Skimmer
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  • Team Skimmer
  • October 5, 2024

@mikebluecreek 
I never understood the function of that Send Invoices checkbox. What does it do? 

 

Any email address entered into one of the four email fields will receive a service report by default.

Now, every email address entered will also receive an invoice.

The checkboxes give you the option not to send an invoice to the listed email addresses, i.e. 
if you don’t want a listed email address to receive an invoice, uncheck it. 

Please note that Skimmer pool pros have the option to BCC themselves on all service reports(sec. 2) and invoices(sec.7), so using the customer record email fields for that purpose is not necessary.  



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