Correspondence including quotes, proformas, invoices, receipts and statements can be sent as either a PDF or a web page link.
When sent as a link, they provide rich and interactive information allowing customers to get further information on the product, payments and more.
Mailables can be sent to contacts as a PDFs attached to an email.
PDFs can be customised with your companies logo and messages.
When a customer is sent a statement as a web link, they also have the ability to view any invoices or transactions within the statement.
This helps save time when resolving accounts related queries and issues.