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  1. Click Email Progress Claim
  2. Select your Email Template. If you need to create one, go to Administration → Email Templates.
  3. Select your Progress Claim template or invoice template. If you need to create one, go to Administration → Document Templates.
  4. Select the recipient and your customer's email address will be listed here by default.  You can add additional recipients or even send a copy to yourself by using the corresponding fields. \
  5. Once all information are good to go, click Send Email.



Deleting Progress Claim

1. To delete a progress claim section, you must first delete the progress claim associated to that section.

1. To do it, click on Delete Progress Claim button and select Yes, delete this progress claim.

    Note: You can only delete the most recent claim made so if you want to delete all claims, you must start deleting from the most recent one.

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