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Vital | Requesting approval before taking payment via cc on file

If you need to send the invoice BEFORE taking payment, please follow these instructions.


From the Preview & Send invoice screen, scroll down to the 'preview' button.



Select, preview invoice PDF.



Download the PDF to your computer and send it via the regular Google email. 

Close the screen when done. 


When you have the approval to take payment, follow the guide (from the Jobs to Invoice screen). 



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