Guía paso a paso

Follow these steps:

1. To send a document by e-mail, go to the Movements menu, for example, and click Sales - Invoices.

By clicking Invoices you can view a list of all issued invoices.

2. On the desired invoice, clicking on the 3 dots displays the following options:

• Create PDF;
• View document;
• View related;
• Duplicate document;
• Convert document;
• Copy document;
• Send email;
• Nullify.

3. Select the option Send by e-mail. Fill in the requested data: name and e-mail. There’s an option to write a message and send a document as an attachment (optional).

Finally, click Send.

Another way of sending by e-mail

Follow these steps:

1. In the list of documents, in this case Invoices, tick the checkbox in the documents you want to send by e-mail.

Click Send email.

2. Finally, fill in the requested data, the name and e-mail fields are mandatory.

Click on the Send button.