Emailing sales documents as PDF files

After creating a sales document, you can send a copy as a PDF to your customer, via email. You can customise these PDF files in various ways.

To send a PDF copy of a sales document:

1. Access the sales document list for the chosen document.

    Sales > Sales quotes
    Sales > Sales orders
    Sales > Sales delivery notes
    Sales > Sales invoices

2. Edit the document (  ).
3. Open the Send PDF side panel ( Send PDF ).
4. Add or modify the information for your email.
   Pre-filled fields

   Most fields in this panel can be pre-filled:

   • From: Shows the email address for the user that is currently logged in.
   • To: Shows the email address of the third-party contact for the document (Customer information tab) or in the cases of a sales invoice the address in the Invoice email field (Customer information tab).
   • Send me a copy, Subject and Message: These values are pre-configured in the Email settings of your business management settings.
5. Send the email.