Email, Download, Preview Invoice

In this article, we will explain you more about how you can Email invoice PDF to the client, Download, and Preview invoice PDF.

Information

The steps mentioned below for Emailing, Downloading, and previewing are similar to Estimate, Purchase Order, and Credit Note.

iOS

  • Tap on  to open the side menu.
  • Tap on  Invoice.
  • To Edit tap on the Invoice that you want to Edit/Open.
  • An Options dialog will open in that tap on  Edit
  • Tap on
  • To send email tap on Email.
  • To print pdf tap on Print. Tap on Select printer and then select the AirPrinter to use.
  • To send the PDF via different file sharing applications tap on More..
  • If you tap on  you can view that invoice in Downloads Folder. Downloads Folder is available in side menu.
  • You can preview PDF by tapping on .

Alert

While sending an invoice via email If you receive this kind of message like Please setup your mail account to use email feature then it seems that you have not setup email account in your mail app. For more information on how to setup an email account on your mail app click here

Email, Download, Preview iOS

Android

  • Tap on  to open the side menu.
  • Tap on  Invoice.
  • To Edit tap on the Invoice that you want to Edit/Open.
  • An Options dialog will open in that tap on  Edit
  • Tap on
  • To send email via gmail application tap on Email.
  • To print pdf tap on Print. Select the cloud printer to use.
  • To send the PDF via different file-sharing softwares like Bluetooth, Save to Drive, Email etc. tap on More.
  • If you tap on  you can view that invoice in Downloads Folder. Downloads Folder is available on side menu.
  • You can preview PDF by tapping on .
Alert

If you have not setup email account in your mail app then click here for more information on how to setup an email account on your mail app.

Email,Download,Priview Android

Mac

  • Click on  Folders from side menu.
  • Click on  to Edit/Open the Invoice.
  • By clicking on Invoice PDF will get downloaded to your Mac so that you can send that PDF via email.
  • If you click on  you can view that Invoice in Downloads Folder.  Downloads Folder is available on side menu bar.
  • You can preview created Invoice by clicking on .

Email,Download,Preview Mac

Web

  • Click on  Folders from side menu.
  • Click on  All Folders / Invoice.
  • Click on  button of the Invoice.
  • Click on Send Email to send Invoice PDF via email.
  • Click on Edit to Edit/Open the Invoice.
  • Click on  to send invoice via email to client (Customer | Supplier)
  • Click on to download Invoice PDF to your computer.
  • Click on to preview Invoice PDF.

Send Email, Download, and Preview PDF Web

Updated on April 5, 2019

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