To send invoices for services rendered to the FM Portal, all you need is any email account that allows you to send emails.
Procedure
Open a new email message in your email program.
Outlook email composition window showing recipient, subject, and attachment fields for sending an invoice to FM-Portal@etask.de Recipient: Enter the FM Portal’s email address.
Subject: Enter the subject of the email. In the middle, between four hash symbols, enter the barcode of the item to which the invoice refers.
Attachments: If you are not embedding the invoice directly into the email text, attach the invoice to the email, e.g., as a PDF or Word file.
Email text: Enter your message here. If you are not sending the invoice as an attachment, enter the invoice text and invoice amounts here. The message entered here will be displayed as a comment in the object record.
Send the email.
The invoice is processed in the FM Portal and automatically delivered to your client via the FM Portal.
