NZ's Most Popular Keep-It-Simple Accounting Software

How do I send an invoice or quote as a PDF?

In Version 6 (or newer), you can email a customer with the invoice attached as a PDF.  Here’s how:-

  1. Click the “Email” button on the invoice toolbar
  2. When the “Select Recipients” screen appears, select the recipients for your invoice/quote
  3. Click the “Send PDF” button
  4. When the “Email PDF” screen appears, complete the “Email to”, “Subject” and “Message” boxes
  5. Click “Send Email”

PDFs are stored in a folder called “PDF” in the “Cashbook Data” folder, for example:   C:\Users\YourName\Documents\Cashbook Data\PDF\YourOrganisation

Note:  If you’re still using Version 5, please upgrade to Version 6 in order to use this feature.  Upgrades are free.

Important Info for Gmail Users

If you use a Gmail address with Cashbook, please click here and follow the steps under the “Gmail” heading to continue sending emails from Cashbook using a Gmail address.