Download and email branded invoices and quotes

Updated 25 Oct 2026 · Source-reviewed; deployed availability varies

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Feature availability: These steps describe the latest merged application implementation, but some controls are private-gated, require administrator approval or await verification on the deployed web/iPhone/iPad versions. Do not assume a missing option is already live.

Before you begin

Set up your Business name, address, logo, customer details and invoice or estimate information first. Options depend on the installed web/iPhone/iPad build.

Branded invoice PDF and emailInsert a genuine, sanitized app screenshot after device verification.

1. Preview or save a branded PDF

Open a Business invoice or quote (estimate), or a saved document preview.
Choose the available Download PDF, Save / Share PDF or preview action.
Review the business name, logo, contact details, document number, customer, dates, currency, line items, tax and total.
Save the file to a trusted location. Generating a PDF from an unsaved editor preview does not issue, post, send or mark the invoice paid.

2. Prepare an email using your device

For a saved invoice or quote, use the available email action to review recipient, subject and body. On iPhone, where Apple Mail is configured, the native composer can attach the locally generated PDF. On supported browsers, a share sheet may include the PDF; otherwise Cashflow Pilot downloads it and opens an email draft, and you must attach the file yourself. Only you decide when to send.

3. Optional direct sending

Direct delivery through Brevo, when explicitly enabled, may use invoices@cashflowpilot.ca as sender and your configured business email for replies. It is disabled by default and requires verified tracking-disablement, operator activation, and individual approval. If this action is not shown, the native email or download workflow still works where supported.

Privacy distinction: Financial Cloud Sync remains end-to-end encrypted, but a customer-directed email is intentionally readable to the recipient and the email-delivery provider. Do not describe outgoing invoice email as zero-knowledge delivery. Provider acceptance is not confirmation that the recipient received or opened the email.

Example

A fictional $175 service invoice with $22.75 HST totals $197.75. Preview the PDF to check this arithmetic, then save or compose the email. Record or match the payment only when it actually arrives, using invoice payment matching.

If email or PDF is unavailable

Check whether your device supports native email, whether a mail account is configured, and whether the installed app exposes the action. Direct Brevo sending additionally requires explicit feature approval and a privacy gate. You can continue using PDF download/print without activating an external email provider.

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