How do I send a quote or invoice by email?
Open the quote or invoice and click Send.
Choose the sender. If your company email is configured in Makula, you can send from it. Otherwise, use the default Makula email.
Click Send.
The email includes the PDF and a unique link to view the quote or invoice online. Anyone with the link can view the quote or invoice, so only share it with the right people.
Once sent, the status automatically changes to Sent.
The contact from the first To address is linked to the quote or invoice.
If you send from your company email, you can reply on the same email thread. This is not available when you send from the default Makula email.
How do I download the PDF?
Click Download PDF at any time. The PDF includes your branding, footer notes and customer notes. Invoices also include your payment details.
How do I see what my customer sees?
Click the ellipsis (⋯) in the top right and select Preview to see what your customer will see when they open the link in your email. Actions such as Approve are turned off in preview.
Where can I see what has been sent?
The Emails tab shows every email sent.
The Activity Log tab shows sends, status changes, PDF downloads and customer actions.