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?
Table of Contents
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:
- Click the Menu icon.
- 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.
- As an attachment
Follow these steps to share the bill as an attachment:
- Click the Menu icon.
- 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.
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