Automatic Emailing of Invoices Upon Job Completion

Currently, while invoices can be automatically created and set to “Open” upon job completion, they still need to be manually emailed.

For businesses processing a high volume of jobs, this creates unnecessary administrative workload and increases the risk of delays or missed invoices.

While JobLink and the Client Portal exist, client feedback consistently indicates resistance to “another portal.”

Many clients expect invoices to be delivered directly via email, as is standard practice across most service industries.

I propose
Add a toggle within Invoice Settings:

“Automatically email invoice when job status changes to Completed”

When enabled:

The system emails the invoice immediately upon job completion

Uses the existing “Invoice Email” template

Respects current client email settings and exclusions

Works independently of JobLink or Client Portal (optional, not a replacement)

Why This Matters

Saves significant administrative time

Ensures invoices are sent promptly and consistently

Improves cash flow by reducing delays in invoice delivery

Aligns with client expectations for direct email communication

Complements existing features rather than replacing them

Key Point
This request is not about document access or portals.
It is about automating an existing manual step that many businesses perform every day.

Providing this as an additional option gives businesses the flexibility to choose the workflow that best suits their operations and their clients.