Send an invoice in a couple of clicks

When a client wants their invoice, you can use TOTAL to send it in seconds with just a couple of clicks. See how in the one minute video above.

Real life example: You call a past due client only to hear, "I never got your invoice. Can you resend it?" But to do this, you usually have to select the option to print the entire report. Then, you have to manually uncheck boxes just to get the one form you actually want.

Instead, use TOTAL's Send Invoice button to do this in two clicks while you're still on the phone with the client. In the Assignment PowerView, just click "Send Invoice" and then "Print." TOTAL creates an e-mail addressed to the client with the invoice attached, ready to send. This saves you time and eliminates the hassle of saving the invoice as a PDF to your computer and attaching it manually.