Another way to preview how an invoice, statement, or estimate will look to a
customer is to email it to yourself first. This takes longer than
using Print Preview, but you will see the cover note along with the attached
invoice, statement, or estimate. Print Preview does not display the cover
Open the invoice or estimate.
Click and then click Send.
For invoices and estimates, click on the toolbar and click Email Invoice (for invoices) or Send (for estimates).
In the To field, enter your email address.
Click Send Now.
Click No when asked if you want to use the email address for
future emails to this customer.
Start your email program and open the message you sent to
When you're ready to send the message to your customer, open the
invoice, statement, or estimate again.
Click the Email drop-down arrow and then click Send.
Click one of the following:
Send Now to send the invoice, statement, or estimate
Send Later to hold the invoice, statement, or estimate to
be sent later, in a batch with other forms waiting to be sent.
Send statements by email