Preview, Download, and Email an Invoice
Check the invoice PDF and send the issued invoice to the right customer contact.
The PDF of an invoice is built from the issued document, your company details, the customer's details and the PDF template selected for invoices.
You need: the Sales permission and an issued invoice. Sending by email needs the customer's email address.
Open the invoice from Sales → Invoices and choose Preview PDF from the ⋯ menu, or turn on the preview beside the invoice with the side-by-side button.
In the preview, check the number, dates, seller and buyer details, bank account, line descriptions, quantities, VAT summary and total.
Use Download PDF or Print in the ⋯ menu, or the buttons in the preview, when the invoice must be archived or sent outside Prospect.
Choose Send… in the header. The Issue & send sheet shows where the invoice has gone: through eFaktura, by email, and printed. Under Email choose Send, confirm or enter the recipient's address, and send.
Check the confirmation message. The sheet and the document timeline record when the invoice was emailed; Send again repeats it. If sending fails, correct the address and send again; the invoice itself does not change.
Good to know
- Sending an email does not mark the invoice as paid and does not send it to eFaktura. Those are separate steps; see Payments and Send outbound eFaktura.
- A draft is not an official invoice. Issue it before you send it.
- Credit notes, delivery notes, and purchase orders can be emailed the same way from their own pages.
- The layout, logo, colors and labels come from the template. An owner or administrator changes them under PDF templates; a changed template applies to PDFs created afterward. A different template can be chosen for one document from the ⋯ menu.
- When an issued invoice is wrong, issue a credit note or reverse it. Never edit a downloaded PDF.
- Keep the PDF you delivered when company policy requires proof of exactly what was sent.