Sending documents
Email a document from the app with the PDF attached, share a private link, or download the PDF.
There are three ways to get a document to your client. You can use more than one.
Email it from Tidy Invoicer
Click Email on an invoice or estimate. You see the email before it goes, and can change anything in it.
- From: it comes from your company's name "via Tidy Invoicer", sent from [email protected].
- To: filled in with the client's billing email. Add up to 10 addresses, separated by commas.
- Replies go to: you, or anyone else in your company. Your client simply clicks Reply.
- Subject and message: from your email template.
- Attach the PDF is on by default. Tick Send a copy to the reply-to address to get a copy yourself.
Sending a draft marks it sent. The document then shows who it was emailed to and when. A company can send up to 100 emails a day.
Share a private link
Under Share link on a document, click Create link. Anyone with the link can view the document in their browser and download the PDF, with no account. You see when your client last opened it.
- New link replaces it; the old one stops working.
- Turn off stops it working altogether.
- Add
{{link}}to your email template to include the link in your emails.
Share links are long and random, and search engines are told not to list them.
Download the PDF
Download PDF saves the file, ready to attach to an email from your own mail app or to print. It always has what is on screen, even if your last change was a second ago.