Can I email an invoice as a PDF?
Yes. In Version 6, you can email a customer with the invoice attached as a PDF. Here’s how:-
- Click the “Email” button on the invoice toolbar
- When the “Select Recipients” screen appears, select the recipients for your invoice
- Click the “Send PDF” button
- When the “Email PDF” screen appears, complete the “Email to”, “Subject” and “Message” boxes
- Click “Send Email”
PDFs are stored in a folder called “PDF” in the “Cashbook Data” folder, for example: C:\Users\YourName\Documents\Cashbook Data\PDF\YourOrganisation
Note: If you’re still using Version 5, please upgrade to Version 6 in order to use this feature. Upgrades are free.