Quotations, orders, invoices, credit notes, delivery notes and returns print, download and email with your organisation's layout.
Steps
Open the document and click Print / PDF.
If your organisation has several templates, choose one from Template at the top.
Click Print to print it, or Download PDF to save it.
Click Email PDF: the customer's email is filled in (add more, separated by commas - up to 5), check the subject and message, keep Send me a copy ticked if you want one, and click Send. The PDF is attached.
Good to know
Drafts and documents waiting for approval print with a "DRAFT - NOT A VALID…" banner; cancelled ones say CANCELLED.
Every email sent is recorded in the audit trail.
How the document looks is set by your administrator in Settings → Document layouts.
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