You can share a bill with a customer by sending a link of the bill or by sending the bill itself as an attachment.
Follow these steps to share the bill as a link:
- Click the Main Menu.
- Go to the Inventory tab.
- Select the Bills module.
- Click on the bill record you want to share.
- Click the Do button on the top right of the screen in the Summary View.
- Select Share.
- Click Share as link.
- A mail compose window opens with Bill's link.
- Enter the recipient's details and click Send.
Follow these steps to share the bill as an attachment:
- Click the Main Menu.
- Go to the Inventory tab.
- Select the Bills module.
- Click on the bill record you want to share.
- Click the Do button on the top right of the screen in the Summary View
- Select Share.
- Click Share as attachment.
- A mail compose window opens with the bill attached to it.
- Enter the recipient's details and click Send.
To know more about Bills, click
here.