Can I email an invoice as a PDF?

 In

Yes.  In Version 6, you can email a customer with the invoice attached as a PDF.  Here’s how:-

  1. Click the “Email” button on the invoice toolbar
  2. When the “Select Recipients” screen appears, select the recipients for your invoice
  3. Click the “Send PDF” button
  4. When the “Email PDF” screen appears, complete the “Email to”, “Subject” and “Message” boxes
  5. 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.