Help · Sales

How to email an invoice with your logo

Send the invoice PDF to the customer from Bebaak.

Who can do this: Admins and Accountants. Viewers can open it but not change anything.

Steps

Step by step

  1. Open the submitted invoice → Email.
  2. Check the recipient (from the customer's email) and add a short message.
  3. Click Send. The PDF, with the logo chosen by your branding rules, is attached.
  4. The email is logged in the document history.

Need a hand?

WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.

Contact support