After having created a document (invoice or quote) with LSP.expert, you can choose to send it directly to your client via our platform.
When you're in an invoice, click on Actions > Send email (the same goes for a quote).
You'll arrive in the sending screen, where you can define to whom the document has to be sent and edit the text of the email if necessary. Then, click on Send.
To define a new generic text for your emails, you have to go to Settings > Document and email configuration > select the document 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 LSP.expert, by clicking on "Upload an attachment". These attachments will be automatically sent with all the emails you send through LSP.expert.
If you customized the default text of your emails or added attachments to a document configuration under Settings > Document and email configuration, don't forget to go and select the correct document configuration for the clients in questions, in the details of these clients, to make sure this document configuration is used for all your documents for these clients.