Follow these steps to send an estimate as an email to your customer/vendor/client.
- Click on the estimate that you wish to send as an estimate.
- Click on the mail sign on the top of the estimate.
- A popup screen will appear with estimate details for sending an email directly using the Moon Invoice dashboard.
- Fill in the correct details, including the client's email address. Check the attachments before sending an estimate.
- Click on send to successfully send your estimates via email.
Note: Users can send a single estimate to multiple contacts.