KamoCRM

Email Invoice and the customer's link on the Invoice tab, and an account's invoices

Featurekamo-internal
Shipped
lúc 09:15 11 tháng 11, 2026 UTC
Author
Kamo
Commit
af75f94

The Invoice tab gets a Send to Customer card: Email Invoice (recipient prefilled from the account and editable, an optional note, and the email exactly as the customer will read it with the PDF attached), Copy New Link (shown once, earlier links stop), Turn Off Link, and Sent and Shared - every send and link with who, when, to whom, Not Delivered, and how often the customer opened it. The link opens the organization's own invoice page on its signing host. Nothing is ever sent without a member pressing Send. The account's Orders tab lists its invoices below its orders (work order, order and subscription invoices, status in words, balance due, overdue, what is still owed), each opening on its work order's Invoice tab (?tab=invoice, new) or its subscription's Invoices tab, with ?back=. Help: How to Manage a Work Order gains Send the invoice to the customer and See a customer's invoices.

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