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Web Dashboard: Send PDF Invoices & Estimate

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

1. From your computer, log into the Web Dashboard.

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2. Click on Settings.

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3. Click on Document Settings.

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

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5. This what your customer will see in their Inbox.

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6. Your customer will see the PDF attachment.

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