Send quotes, invoices and receipts via LINE

Steps#

1. Quote / invoice / receipt detail → More → Send via LINE.
2. Pick the recipient from LINE-linked contacts: the document's contact, the deal's contact, or any linked contact under the customer.
3. Add a note (up to 300 characters), check the remaining quota at the bottom and press Send via LINE.
4. The customer receives a card with the type, number, amount, due date and an Open PDF button.

Records#

• One send uses one message.
• The PDF link stays valid for 14 days; resend after that.
• Opening the PDF is recorded as a view on the deal timeline and in the shared-link list.
• The send also appears in the LINE conversation and the contact's activity log.
• If sending fails (quota, block) the reason is shown and the link is revoked automatically.

FAQ#

• No "Send via LINE" in the menu: drafts, uploaded PDFs and cancelled documents cannot be sent.
• No recipients offered: no LINE-linked contact under this customer yet; link one first.