When you send a business form by email, or an invoice by mail, your
customer receives the "printable" version. This may be different from
the "onscreen" version you see on your monitor. For example, fields
or columns that appear in the onscreen version might not appear in the
printable version, and vice versa.
Your forms are sent as PDF file
email attachments, or, in the case of mailed invoices, as a
printed invoice. This format preserves the formatting and page layout of your
form, so what your customer receives looks just like what you would print in
For invoices and estimates: To open the invoice or estimate, click the
Print drop-down arrow and then click Print Preview.
This shows you the
fields and columns your customer will see.
For statements: In the Create Statements window, click
Preview after you've selected the statement's information. This shows
you the fields and columns your customer will see.
E-mail a business form to yourself before you send it to your
If Print Preview shows fields you don't want your customers to see,
customize the form either by editing the template you used to create it, or by
creating a new template specifically for emails. In either case,
you choose which fields and columns appear when the form is printed. If you
decide to create a new template, be sure to choose it from the Form Template
drop-down list when you create an invoice or estimate you intend to
email. For statements, choose it from the Format drop-down list
when you create a statement.
Customize business forms
Email an invoice, statement, or estimate to yourself
Send invoices by U.S. mail