Purpose

The Stock App includes a feature that allows drivers to send invoices directly to customers via email. 
This guide explains how the feature works, and where Drivers can access it in the mobile app.
 

Process

Open and Finalize the Invoice

1. Navigate to Route > Location > Order/Invoice.
    
2. Open any invoice associated with your current route.
    
3. The Email Icon will display in the top-right corner of the Invoice Screen, after the invoice has been finalized.
   (If the invoice is not finalized, the icon will not display.)
   
   
   1. For OCS, once an order is completed and marked as delivered, the system will prompt to enter details (such as the amount of money collected by the Driver). Then, the order can be finalized. 
       

Send the Invoice via Email

1. Tap the Email icon. Tapping the Email Icon in the Invoice Screen will open a pop‑up, containing the customer’s default email address. 
   The email field is editable, allowing corrections if needed.
   
2. Email Validation. The app validates the email format before sending. If the email is invalid, the app will prevent sending, and display an error.
    
3. Email Sent. The invoice is sent as a PDF attachment. A confirmation message appears after a successful send. 
   If sending fails (e.g., due to an invalid email), an error message appears, and the user can correct the issue and retry.
    

Offline Support

• If the device is offline, emails are queued.
   
• Users will see a clear indicator of queued emails.
   
• Once reconnected, the user will be prompted to retry sending any pending emails.