Sometimes you need to send an invoice to third parties. You can that straight from Pogozo.
There are a few things you can to set up to make this process quick and easy.
Add third party biller contacts to your client's profile
Create email templates for quick and easy sending
Adding contacts to your client's profile
To send a document or email from a client's profile to a third party we suggest you first add them as a contact to the client's profile. This is an important step to ensure you're not accidentally sending information to the wrong contact.
To add a contact go to the client's profile.
On the client details page scroll down to contacts and select Add contact.
Enter in the contact details. If the contact is an alternate biller and you want the contact to be named on the invoice sent to the third party check the Alternate biller check box.
Don't forget to press Add new contact to save.
Creating an email template to send to third parties
The benefit of creating email templates is that you can save time by not having to type out the same thing each time you send a document or invoice out. Creating a simple email template that pre-populates the client's name and the name of the contact person makes this process even simpler.
To create an email template you can read our how to guide here.
Sending an invoice to a third party
You can send an invoice to a third party from a number of different places in Pogozo. Anywhere you have the option to Email to others will allow you to send to someone else other than the client.
Go to the Client's profile and then Finances.
Scroll down to the invoice section and click on the three dots, select the option to Send to others.
From here you can manually add the contact email address or, if you have set the contact up as a contact use the drop down menu to Select contact and/or family.
If you have created an email template you can select the template from the drop down or you can write your email from scratch.
The scroll to the bottom and select Send.