Every transactional document's view page carries a Print / PDF action. All prints share one design — your company's letterhead and logo, the document's lines and totals, and the print preferences your company chose in §0.6 (tax breakdown, signature blocks, totals in words, footer). Because prints are rendered fresh each time, they always show the document as it stands and the identity as it is today.
A draft prints with a DRAFT stamp across it, so a draft can safely be shared for checking without ever being mistaken for the issued paper. The issued PDF of a posted document files itself back onto the document (see 1.9).
Distinguish prints from exports (§1.3): a print is one document,
dressed for a reader outside the system; an export is a list, dressed
for a spreadsheet. Reports (Chapter 7 and each module's .9 sections)
offer both — read them on screen, print the shaped answer, or export
the rows.
Sending a document by email. When your company has switched it on, the same view pages carry a Send by email action beside Print / PDF — on sales invoices, quotes (a draft sales order is the quote), customer receipts, purchase orders, and donation receipts, on waybills, credit notes and debit notes, on goods receipts (to the supplier) and payments (as a payment advice to the supplier), and on the Customer Statement page for statements of account. The window opens with the recipient filled in from the party's email address and a subject and short message drafted for the document; adjust any of it, add an optional CC, and choose Queue email. The email carries the document's PDF — the same rendering Print / PDF produces — and it is queued, so the page never waits on the mail server. Three honesty rules travel with it:
- The email goes out in your company's name from the platform sender. Replies come to your company email (set as Reply-To); if no company email is set, the window says so plainly — replies would go to the platform sender instead.
- If the party has no email address, the send refuses and names the party — add the address on their record first.
- A copy is always saved: the exact PDF sent is filed on the document's attachments (labelled "Emailed copy"), and the send is written into the document's activity with its recipient, subject, sender, and outcome — queued, sent, or failed with the reason named. Nothing is ever sent silently.
Your administrator controls it under Company settings → Features → Document email: the on/off switch, the company email replies go to, and an optional BCC copy address — one inbox (typically the owner's) that quietly receives a copy of every document email. The send window shows the BCC line before you send; the recipient never sees it.