- If the Client accepts the pro-forma invoice,
- Go to Invoice Details page
- Click ‘Send Invoice’. The Invoice is emailed to the Client.
- Alternatively, a pdf version of the Invoice can be emailed to the client through the ‘Export to PDF’ option available in the Invoice Details page OR
a hard copy Invoice can be manually sent through the ‘Print’ option available in the Invoice Details page.
- If the Client declines the Pro-Forma Invoice, an automatic email is sent to the Requestor.