Send PDF by Email
- In View screen, tap the Cloud Download icon.
- Select Download to download and open the PDF.
- On your mobile, select Email and Share via your favorite email app. The email recipient is filled in automatically from the Company email info and the Quote or Invoice or
Purchase Order is attached as a PDF.
- In your web account, enter a message in the Email web form, then click Send Email.
Workflow:
Quote Confirmed by Client
Invoice Paid by Client
Purchase Order Goods Received
Note that when an Invoice or P.O is sent by email, it is tagged as "Sent".
"Not Sent" items appear in a separate tab or list, in case you forget to send the document. If you are sending
the Invoice or P.O. by post mail, you can manually mark it as Sent, by checking the "Sent to Client or Supplier" field in the Edit screen.
