Emailing Documents with Attachments in CustomBooks™

Emailing Documents with Attachments

Emailing Documents with Attachments

Currently, there is no way to attach files directly through the default document emailing screen (the "Email" button) in CustomBooks™. As a workaround, you can send the email from the Print Preview screen, which does allow you to attach multiple files. However, an email sent from the Print Preview screen does not include the document details in the email body, unlike the default emailing screen.


Email Body: Default vs. Print Preview

Below are the key differences between the email bodies generated by the two methods.

Default Email Document (using the "Email" button)

Includes document details: The email body automatically shows key information such as:
  1. Company logo and information
  2. "Bill to" and "Ship to" addresses
  3. Due date and balance
  4. A "Make Payment" button



  1. Simple and plain: The email body is a simple message with no document details.
  2. Attachments only: The email only includes the file attachments you have added.



How to Email Documents with Attachments

Follow these steps to email a document with attachments:
  1. Open the document you want to send (e.g., Sales Invoice, Bill, Cash Receipt, etc.).
  2. Click Print and then select the template you want to use.
  3. From the Print Preview screen, click the Send button.
  4. Choose the document format and click Continue.
  5. This will open a different Email Document window where you can:
    1. Add multiple recipients.
    2. Attach multiple files from your computer.
    3. Select the "From" email address.
    4. Customize the subject line.
    5. Add a message to the email body.
  6. Click the Send button in the lower-right corner to send the email.