How do I use my own email app to send a PDF?
To convert anything (invoices, quotes, reports, etc.) into a PDF file, you can do that as follows:-
To convert anything (invoices, quotes, reports, etc.) into a PDF file, you can do that as follows:-
Print preview your report / Right-click on the item you’re previewing and choose “Email as PDF” (or click the “Email” icon on the top toolbar)
In Version 6 (or newer), you can email a customer with the invoice attached as a PDF. Here’s how:-
To email an invoice to a customer, open the invoice you want to send and click the “Email” button on the invoice toolbar. It should be sent instantly.
Yes. In the “Email Setup” screen, you can make Cashbook Complete send you a copy of all invoices, quotes and statements you send by entering your own email address in the “Copy Sent Emails To” box.
If you’re with Xtra, please see the Xtra page for information.
In order to email out invoices, quotes, etc., you first need to make sure you’ve entered the correct settings in the “Email Setup” screen. Here’s how:-