You can set different adverts on the footer of invoice PDFs for different customers. So we have two types of customers as credit account customers & non-credit account customers (With terms/ Without terms). Customize the with terms/ without terms templates Click the top right corner ⚙️ icon and go to Settings.Go to Templates and select the System templates.Choose Invoice footer f...
This article will guide you how to send job completion email manually. This email will be sent out to the customer.
- First, login to Flobot and open an order.
- Go to the charges section.
- Click the burger icon under Customer Charges.
- Then click on “Send order complete email notification”
Note: This option will not be available if your order has any outstanding balance remaining.
- Your “Job Completion Email Template” will load up here in the white area.
- You can customize message with editor tools.
- Tick “Close Job?” tick box if you want to close the job with this email.
- Finally, Click the send button.
Edit Job Completion Email Template
- Login to Flobot, and go to Settings.
- Go to Templates tab and open “System Templates”.
3. Select “Job Completion Email Template” from Select template to edit drop down box.
4. Customize the template as you want and finally click save.