FAQs in this section
What are Bills?
Is the Bills module available in the Sales Professional edition?
Is the Bills module available by default?
How can I install the Bills module?
Can I duplicate a bill?
How can I send an email to a vendor from a bill?
How can I create a bill?
How can I create a bill from purchase orders?
How are bills related to purchase orders?
How are bills related to payments?
How can I add a new product or a service to a bill?
How can I add a new section to a bill?
How can I add documents to a bill?
How can I generate a payment from a bill?
How can I export a bill?
How can I print a bill record?
How can I change the template of a bill?
What does One View in bills show?
How can I attach tags to a bill record?
How can I edit two or more bills together?
What is Canceled and Overdue in bills?

How can I share a bill?

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