Web Dashboard: Send PDF Invoices & Estimates

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

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

2. Click on Settings.

3. Click on Document Settings.

 

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

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

6. Your customer will see the PDF attachment.