Email and export invoices

Outcome

You open the email and export dialog from Invoicing, know attachments and Sent status behavior as shipped, and continue to Reports hub.

Who it's for

Planner / finance

Prerequisites

• Invoicing send/export permissions as shipped
• At least one invoice with documents helps: empty attachments still teach the modal

Steps

1. On Invoicing, email starts from the list: not from View Invoice. Click the Email (envelope) action on a row. The Email Invoice Documents modal opens with Compose and Preview tabs. Continue from View invoice and documents when you just reviewed PDFs/UBL.
2. On Compose: fill Sender Information (From Name, From Email), Recipient Information (To, optional CC / BCC), Subject, and Message. Under Attachments choose at least one of Invoice PDF, Details PDF, or UBL XML (Ready / Not available as shown). Use Preview to check the mail, then Cancel to leave without sending. Do not click Send Email in this walkthrough: success would move status toward Sent as shipped.
3. For several invoices: select rows with checkboxes, then Email Selected (count). Bulk compose sends ZIP attachments for the chosen document types: same rule: open screen, do not send while learning. exhaustive every bulk-edit field; Bulk Edit exists on the bar but is not this tutorial’s focus.
4. Export without email: with one or more rows selected, open Export and pick Export PDF, Export Detailed PDF, or Export UBL XML. Files download to your machine. Pair with Documents on View when you need an on-screen reader first.
5. Next: Reports hub: this finishes the Invoicing depth cluster. See Approving work and invoicing if you still need the approve → generate bridge; client read-only invoice lists stay under Invoicing and contracts for clients. external accounting remains out of scope.