Emailing Invoices and Transactional Documents |
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Topic: Organiser > Working with Emails Transactional Documents, such as Invoices, can be emailed directly from the associated document. The email message will automatically include the document as a PDF attachment.
NOTE: Documents must be in View Mode before they can be emailed.
![]() Emailing an Invoice
Once the email is sent it can be viewed under the associated Customer email tab.
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