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How can I share a bill?

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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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