invoice email

Dean J. shared this question 16 months ago
Answered

How do i send a pdf copy of an invoice as an attachment without having to download and save it first?

Comments (3)

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12acec47db2b419b575337a8694cade8Within the lead, click the envelope on the top right then click the paperclip shown by the blue arrow. Then click where you type in the attachment and one of the options is "invoice"

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Yes doing what Chad showed should work for you.

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so simple when you know how, thank you.

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