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Can I email invoices, Question is can I email an invoice

I am wondering if I can email an invoice to a client from the system?


Jim McMann
San Jose, CA. USA
Hi James,

Yes, when the invoice is created, you can open it and click send email - the email creation form will be opened. The invoice will be automatically attached to this email.

Kind Regards,

hi, I'm going to print, download pdf or mail an invoice or quote and will not let me. what should I do? :?:
Thank you very much for your prompt response is a big congratulations program.:)
Hi Angela Maria!

Thanks for your feedback! Please check your Access Permissions (CRM>Settings>Access Permissions> see what CRM role you have & check your role settings - especially invoice & quote).

Kind Regards,

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