Share and e-mail a document

E-mail a document

Press the E-mail action on a quote, order or invoice: a dialog opens with the recipient, subject and body already filled in, and Bizinly sends the message with the PDF attached. An issued invoice is marked Sent automatically.

1. Open the document and press E-mail.
2. The recipient defaults to the customer's e-mail — change it to a specific contact's address if needed. The subject and body come from a template, with placeholders already replaced (invoice number, total, due date, an online payment link, and more).
3. Press Send. The PDF is rendered, attached and sent; a copy is stored on the document's Files tab, and the send is recorded in its activity log.
4. Sending needs an e-mail provider set up by your administrator (see Installation settings) — without one, the message is not delivered and you'll see an error.

Share a public link

Share link copies a public URL that shows the document, with a PDF download, to anyone who has it — no login needed. The link is created the first time you share it, and stays the same afterwards.

1. Press Share link. The URL is copied to your clipboard.
2. Paste it into a message, or use the e-mail dialog, which includes it automatically as a placeholder in the body.
3. The public page matches the PDF layout; on an unpaid invoice it also offers online payment.
4. The link never expires and cannot be revoked individually. To disable every shared link at once, turn off Public links in Settings → Documents.

Related: Print preview and PDF download, Online payments, Customer records.