Everything your customer receives from the sales side, and what causes it:
| What triggers it | Who gets it | Automatic? |
|---|---|---|
| Sending an estimate | Customer | You press Send |
| Sending an invoice, or resending it | Customer | You press Send |
| Sending a change order | Customer | You press Send |
| Recording a payment | Customer | Yes — a receipt goes out |
| Balance reaching zero | Customer | Yes — a thank-you, once |
| Client portal invitation | Customer | You press Send Portal Invite |
| A client signing an estimate | You | Yes |
Receipts and thank-you emails can also be re-sent by hand from the invoice if a customer says they never arrived.