Email invoices and documents

You can email any saved document — invoice, quotation, proforma, challan, order or note — straight from Billing Saathi. The customer receives a message with a link to view and download the document.

Where to find it: open the document’s preview (View / Print) and click Email. Emailing documents is part of Premium.

1. Open the document preview and click Email. A panel opens on the right.
2. Check the To address — it is filled from the customer’s email when saved. Add Cc or Bcc addresses if needed (separate several with commas).
3. Check the Subject (for example Invoice-INV-0007: Your Business) and the message. The message already contains the link to the document.
4. Click Send.

• The email is sent in your business name, and replies go to the email address in your Business Profile. Add your email there first.
• If a message doesn’t arrive, ask the customer to check their spam folder and check the address for typos.