Print preview your report / Right-click on the item you’re previewing and choose “Email as PDF” (or click the “Email” icon on the top toolbar)
Yes. To do this, lookup the contact you want to email, then simply double-click on their email address. This will bring up a new email message in your normal email software, already addressed to your contact.
In Version 6 (or newer), you can email a customer with the invoice attached as a PDF. Here’s how:-
To email an invoice to a customer, open the invoice you want to send and click the “Email” button on the invoice toolbar. It should be sent instantly.
Yes. In the “Email Setup” screen, you can make Cashbook Complete send you a copy of all invoices, quotes and statements you send by entering your own email address in the “Copy Sent Emails To” box.
If you’re with Xtra, please see the Xtra page for information.
In order to email out invoices, quotes, etc., you first need to make sure you’ve entered the correct settings in the “Email Setup” screen. Here’s how:-
If you’re using the latest version, you can easily email your Cashbook file to someone such as your accountant, as follows:-