Sending the revenue

Sending the revenue

You can send a document directly from the application to the contractor’s email box.

There are two ways to send a revenue:

  • by selecting the save and send option when adding a new transaction,
  • by clicking the send button after saving document

Sending an attachment with the revenue is done through a form consisting of the following areas:

  • sender field – user’s company e-mail is filled in by default (possible to edit)
  • recipient field – contractor’s company e-mail is filled in by default (possible to edit)
  • areas hidden by default: copy to and hidden copy to
  • subject
  • content – you can fill in a content oraz add it from the available template
  • attached document file

You can send a message by selecting a button named send. You can also cancel sending a message by clicking the cancel button. Then, you will be redirected to the list of invoices.

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