Once you have created your invoice, there are multiple ways to make sure your invoices are being recorded on QuoteMachine.
(1) You can send yourself a BBC email of any invoice you send out without your customers seeing the additional recipients.
(2) To obtain all your invoices at once, you can also conduct a CSV export in just a few steps:
Click on “Invoices” in the side-bar
You have the option to use “Filters” to search for invoices by product, customer, vendor, assigned employee, etc.
You can also select specific invoices by checking the checkbox on the left side of the invoice number
Once you are ready to export, click “Export all results” at the bottom
When the interface opens up, you can select “Include line items” to export all your lines items if you wanted to export individual product information as well
Click “Start export” to begin the download
(3) If you have Zapier, you can click here to create a Zap in a few easy steps to automatically send yourself a copy of the invoices when it is created:
First, you’ll want to connect your Google Drive with QuoteMachine. You can type in QuoteMachine/Google Drive in the search bar and select it from the drop down list.
Click on “Select a Trigger” to reveal the list of available triggers.
Scroll to find “Invoice Created” and click on that option
Now you can click on “Select an Action” to reveal the list of available actions
Scroll to find “Upload File” and click on that option
Now that you’ve chosen your trigger and action, click “Try it” to set-up account connections
[follow the prompts on zapier to finish setting up automation]