Invoice with ease directly from the placement record

Need to send an invoice email straight from a placement? Now you can—quickly and effortlessly.

With just a few clicks, you can email your invoice contact directly from the placement record in Chameleon-i. The system will automatically log the activity as a reportable note and even let you set a follow-up, so nothing slips through the cracks.

Want to include a PDF invoice? No problem. You can attach a generated invoice to your email with ease. Need help setting up invoice templates? Our team offers a template creation service—just get in touch.

How it works:

1. Open your Placement record and head to the Placement Details tab.

2. Add the Invoice Contact name and email, hit save, and a handy email icon will appear.

3. Click the icon to launch the single email wizard.

4. Hit the green Finish button, and the system will:

   • Send your email

   • Attach your invoice (if selected)

   • Create a reportable note with activity type set to Invoice Email

That’s it—your communication is logged, your follow-up is ready, and your invoicing process just got simpler.