Download and share a document
Open the document you already created to send it again. You do not need to create another document just to send a copy.
Choose the screen you use for SmartBill:
- Open Incomes and select the document.
- Check the customer, number, and date.
- Open the document actions and choose Download document when available.
- Find the file in your browser downloads and attach it to a message to the correct recipient.
- Open the document from Incomes.
- Open its actions menu.
- Choose Share income document when shown.
- Choose an app and recipient in your phone’s share sheet, then finish sending there.
A document still being prepared may not be ready to download immediately. Wait and open it again. Some manually recorded income documents have no attachment. The share sheet varies with your phone and installed apps.