Switch this on and the customer gets the bill and the paperwork in one email. When you email a job's invoice, Mucka attaches the certificates from that job.
Switch it on
- Open your certificate settings. On a computer, tap Settings next to New Certificate on the Certificates page. On your phone, tap the cog next to the search box and choose the Settings tab.
- Under Send the certificates automatically, turn on With the invoice.
- Tap Save.
It's off until you turn it on, and only an owner or admin can change it. It's one or the other with sending them when the invoice is paid: turning this on turns that off.
What gets sent
When you email the invoice, the certificates from that job go with it, each as its own PDF, with a line in the email saying they're attached. The send screen lists them under the invoice before you send, and so does the card if you ask Mucka to send it.
It only sends certificates that are approved and haven't been emailed yet. So:
- Anything already sent doesn't go again. If your engineer emailed the CP12 on site, the customer won't get a second copy.
- Drafts never go. If a certificate is still a draft when the invoice goes, it waits. The moment you approve it, Mucka emails it on its own, because the bill is already out.
When nothing is attached
- The invoice isn't emailed. WhatsApp messages and invoices you've marked as posted can't carry the certificate, so send it yourself with Send.
- A deposit or stage payment. Those go out before the work is billed, so the certificates wait for the bill.
- An invoice that isn't on a job. Mucka needs the job to know which certificates the bill was for.
- A certificate for a different customer. If the job has a certificate made out to someone else, that one stays put.
- Customers you've muted from Mucka's automatic messages, and work brought over from another system.
If a certificate's PDF can't be prepared or the attachments would be too big for one email, the invoice still goes without it.
Anything that doesn't go stays unsent on the Certificates page, so you can still send it yourself with Send.