INVOICES TO EMAIL 2021

INVOICES TO EMAIL 2021

REQUIRES ACCESS TO 


ZENDESK and PINNACLE


Tickets like below from car support@ - admin to action




Download attachments to view invoice numbers 






Look for the invoice number in pinnacle PRESS F5 then SEARCH, click on EMAIL








Select an email address to send it to if there are multiple ones (choose admin or accounts email address if there is on available), then click SEND



There are cases wherein the customer has no nominated email address.


Create an internal note on the ticket


Follow this format



Assign to whoever it is that is making/taking calls 




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