How do I send an invoice or quote as a PDF?

In Version 6 (or newer), 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/quote
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.