PDF Generation & Email Delivery

Open the invoice, bill, order, or other supported record that you need to share. Check its recipient details first.

1. 1
   Open the source record and find Document Delivery & PDF.
2. 2
   Select Download PDF and inspect the file before sharing it.
3. 3
   If your plan includes email delivery, select Send Email, check Recipient Email, and add a subject or message if needed.
4. 4
   Return to Document Delivery & PDF and check the recipient and status in its delivery list.
5. 5
   Open the generated PDF and inspect names, amounts, line breaks, and dates.
6. 6
   Check the recipient and delivery history after sending.

If delivery fails, correct the address or document issue before retrying.

A send request is not proof that the recipient received the message; review its delivery status.

WARNING: An email request is not evidence of recipient receipt. Check delivery status and the generated version before following up with the customer or supplier.