After having created a document (invoice/quote) with, you can choose to send it directly to your client via our platform.

When you're in an invoice, for example, you first have to click on Actions > Email invoice (or Email quote in the case of a quote).

You'll arrive in the sending screen. Here you define to whom the document has to be sent and you edit the text of the email if necessary. Then you click on Send.

To define a new generic text for your emails, you have to go to Settings > Document and email configuration > you select the configuration concerned > Emails tab.

You can also add up to 2 default attachments (your terms and conditions, for example) to the emails you send with, by clicking on "Upload an attachment" (see screenshot above). These attachments will be automatically sent with all the emails you send through

Did this answer your question?