Sending Proforma Invoices, PDFs, and files

Click the email button at the top of the card. Check the recipient, language, email body, PDF attachment, CC/BCC fields, and additional attachments. Recipients are drawn from the selected Contact Contact people, so ensure the address is up to date before sending.

Last updated 20 days ago

The PDF button opens the document for preview. Check the organization and recipient details, number, dates, currency, line items, VAT, discounts, total amount, notes, and terms. If the delivery note, Items photos, or "total only" display options are selected on the form, the PDF layout will change accordingly.

Store agreed-upon attachments or other documentation in the Files section. Uploading a file does not automatically send it to the client; verify which attachments will be included separately in the sending window.

PDF previewing and sending are two separate actions. If you have delivered the document via another channel, the sending status can be marked separately according to your organization's process.

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