About This Feature
The Show “Send Invoice by Email” Option setting adds a checkbox to the payment step of the job completion process.
When this setting is enabled, crew members can choose whether to email the invoice to the customer after selecting Invoice as the payment method.
If the checkbox is selected, the invoice is saved and emailed to the customer.
If the checkbox is not selected, the invoice is saved but not emailed.
Enable the Send Invoice by Email Option
To enable this feature:
Log in to your Movermate account.
Go to Settings.
Open Payment Settings.
Under Mode of payment for job sheet and crew app, make sure Invoice is enabled.
Turn on Show “Send Invoice by Email” Option.
Save your changes.
Once enabled, the option will appear during job completion in both the Job Sheet and the Crew App.
Note: If this setting is turned off, the email checkbox will not appear when the crew member finishes the job.
Complete a Job and Send the Invoice
The following process applies to both the Job Sheet and the Crew App.
1. Start the Job
Open the assigned job and review the available information, including:
Customer details
Job details
Pickup and drop-off addresses
Assigned crew and trucks
Estimate information
When the job begins, select Start.
2. Finish the Job
After completing the work, select Finish.
This will begin the job completion process.
3. Confirm the Working Hours
Review and complete the job time details, including:
Job Start date and time
End Time date and time
Break Hours
Total Hours
Job Minimum Hours
Make sure the recorded information is correct before continuing.
Select Next.
4. Complete the Required Documents
Review any completion documents or liability waivers configured for the job.
If required:
Ask the customer to review the document.
Select the terms and conditions checkbox.
Ask the customer to provide their signature.
Continue to the next step.
The documents displayed may vary depending on your account configuration.
5. Review the Invoice
Review the invoice information displayed on the screen, including:
Invoice items
Rates and quantities
Grand total
Previous payments
Deposit
Discount
Outstanding balance
Make sure the invoice details are correct, then select Next.
6. Select Invoice as the Payment Method
On the Payment screen, select Invoice.
The available payment methods may include:
Card
Bank Transfer
Cash
Invoice
The payment methods displayed depend on the options enabled in your Payment Settings.
7. Enter the Customer’s Email Address
Check the Email Address (Optional) field.
Enter or update the email address if required. If you want to email the invoice, make sure the address is correct before submitting the job.
8. Choose Whether to Email the Invoice
Select Send invoice to customer by email to email the invoice to the address shown.
Checkbox selected: The invoice will be saved and emailed to the customer.
Checkbox not selected: The invoice will be saved, but no email will be sent.
Select Submit to complete the process.
Using This Feature in the Crew App
The same option is available when completing a job through the Movermate Crew App.
The crew member should:
Open the assigned job.
Start and complete the job as usual.
Select Finish.
Confirm the job hours.
Complete any required documents and signatures.
Review the invoice.
Select Invoice as the payment method.
Confirm the customer’s email address.
Select Send invoice to customer by email.
Select Submit.
The invoice will then be saved and emailed to the customer.
If the Email Option Is Not Visible
If the Send invoice to customer by email checkbox does not appear, check that:
Invoice is enabled under Mode of payment for job sheet and crew app.
Show “Send Invoice by Email” Option is turned on in Payment Settings.
The crew member has selected Invoice as the payment method.
The latest version of the Crew App is being used.
After updating the settings, reopen or refresh the Job Sheet or Crew App and check again.
Important Information
The email option only appears when the feature has been enabled in Payment Settings.
The crew member must select Invoice as the payment method.
Selecting Invoice alone does not necessarily email it to the customer.
The Send invoice to customer by email checkbox must also be selected.
Always check the customer’s email address before submitting.
Leaving the checkbox unticked saves the invoice without emailing it.