Email quotes, invoices and receipts

How to send#

Use one of these buttons on the document's detail page:

• Quote: Send while it is a draft. To send an already sent quote again, use ⋯ → Resend
• Invoice or receipt: ⋯ (More actions) → Send by email
• Every document page also has Send by email in its Email section

1. The compose window opens with a title such as "Email Quote". Recipient, greeting, subject (for example 「【お見積書】件名（番号）」) and body are filled in.
2. Under Attachments, check that Attach (file name) is ticked. The original PDF saved at issue is attached.
3. Click Send. The email is recorded in the document's Email section and in the customer and deal history.

Send a link instead#

Switch to Link next to Attachments to send a link instead of the PDF, and choose how long it stays valid. When the customer opens a quote, it is marked as viewed and the owner is notified.

Sending a draft quote#

The compose window says "Sending issues the quote and locks its contents". The quote is issued when you send. If you undo or the email fails, it returns to draft.

Without Gmail (Via Bookmi)#

For document emails only, you can choose Via Bookmi (system) as the sender. Bookmi sends it under the name "(your company)（Bookmi 経由）", and customer replies go to your email address.

• No signature, and only the document PDF can be attached (no links or other files).
• "Remind if no reply" is not available.
• Up to 30 emails per hour for the whole company.

Connect Gmail to send from your own address.

When it cannot be sent#

• Draft and cancelled invoices cannot be sent. Issue the invoice first.
• Documents created elsewhere and registered as a PDF cannot have the PDF attached.
• If the PDF is over the sender's limit, you can choose Send without attachment (the email is linked to the document but carries no PDF).