As a default setting, Billdu sends emails as a message with a link to your invoice from our own email server. It will be delivered from an email address email@example.com.
You can set up your own email or send it as a PDF, however the settings for iOS and Android mobile apps as for our website differ.
You can pre-define your mail texts and subjects at Settings - Client communication
Set up different texts for your invoices or estimates, thank-you messages or reminders. You can use several tags (CLIENT_NAME, TOTAL) in your text as well.
Note: If you are a teammember with an Employee role, you can't access the Inbox and invoices are sent as PDF files
In the main menu tap on Documents and on Invoices
Select and tap on the desired invoice you want to send
Click on the Send button
If necessary enter the recipient and text. You can add more email addresses separated by a comma
The text and subject are added automatically. You can change it (with an email copy) under Settings - Client communication
You can also attach files (take a picture, choose from photos or from files)
Click on Send
You'll find the sent invoice in your Inbox
Note: You can send invoices as PDF files from your own email address by selecting "Send with iOS mail" or "Send with mail app" under Settings - Client communication. Take a look here to learn more.
In the Documents section click on Invoices
A list of all invoices appears
Click on the envelope icon ✉ next to an invoice you want to send
A window Send by email appears
If necessary, enter the recipient and the text. You can add more email addresses separated by a comma
Add attachments if necessary
If successful the message “The email message has been sent” appears
You'll find the sent message in your Inbox
NOTE: If your role is Employee, invoices
Note: To send invoices as PDF files from your own email address using SMTP, take a look here.