Updating a Customer to send JSR as a PDF everytime

Who can use this?

Platform: Web            Plan: Plus            Staff Permission: Settings

Topic

Update Customer settings so any Job Service Report is sent as a PDF attachment every time.  

 

Instructions

  1. Head to Customers
  2. Expand the section Financial info, Delivery methods, Custom info, Fax, Audit
  3. Update the value in the Delivery method for Job Service report to Link & PDF without Tracking

 

 

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