- Open the document and choose email.
- The message carries the PDF and a link.
- The link opens the same layout: your logo, your details, the status color. The customer does not log in.
- The link expires. Sending again, before it expires, reuses that same link. It does not create a second one.
- The document must have synced. If email says to sync first, wait until the sync icon is clear.

This works for invoices, quotes, sale returns, and purchase orders.
Next: Purchase orders.