Send an Invoice or Quote
Thao Nguyen avatar
Written by Thao Nguyen
Updated over a week ago

In Organilog, sending a PDF of an invoice or quote you've created in the software is a breeze, and it takes just one or two clicks to accomplish.

To get started, follow these simple steps:

  1. Go to the "Report" tab of the invoice or quote you want to send.

  2. In the "Send Report" section, you'll find various options for sending it via email.

⚡ Note: To make the send buttons visible, ensure that you've entered at least one email address in the customer file, either in the address section or as part of a customer contact.

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