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Send PDF Invoice & Estimate settings

 How to send an estimate or an invoice as a PDF.

 

 

1. From your computer, login into the Manage Account Website.

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2. Click on Settings.

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3. Click on Document Settings.

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5. Click Yes, if you want to send the document as an attached PDF file along with the link. Click Save.

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4.  Add your Reply-to email address. Click Save.

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5. Here you can change your default outgoing message for each document. 

Click Save.

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