---
title: Send a Quote or Invoice | Makula Help Center
description: Makula Help Center
---

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2. [Field Service](https://help.makula.io/en/field-service?hsLang=en)
3. [Quotes and Invoices](https://help.makula.io/en/field-service?hsLang=en#quotes-and-invoices)

# Send a Quote or Invoice | Makula Help Center

### Send a Quote or Invoice

Learn how to email a quote or invoice to your customer, download a PDF and preview what your customer sees in Makula.

 Written by George Newman 

Updated over a week ago

### How do I send a quote or invoice by email?

1. Open the quote or invoice and click **Send**.
2. Choose the sender. If your company email is configured in Makula, you can send from it. Otherwise, use the default Makula email.
3. Click **Send**.

Open the quote or invoice and click **Send**.

Choose the sender. If your company email is configured in Makula, you can send from it. Otherwise, use the default Makula email.

Click **Send**.

- The email includes the PDF and a unique link to view the quote or invoice online. Anyone with the link can view the quote or invoice, so only share it with the right people.
- Once sent, the status automatically changes to **Sent**.
- The contact from the first **To** address is linked to the quote or invoice.
- If you send from your company email, you can reply on the same email thread. This is not available when you send from the default Makula email.

The email includes the PDF and a unique link to view the quote or invoice online. Anyone with the link can view the quote or invoice, so only share it with the right people.

Once sent, the status automatically changes to **Sent**.

The contact from the first **To** address is linked to the quote or invoice.

If you send from your company email, you can reply on the same email thread. This is not available when you send from the default Makula email.

### How do I download the PDF?

Click **Download PDF** at any time. The PDF includes your branding, footer notes and customer notes. Invoices also include your payment details.

### How do I see what my customer sees?

Click the **ellipsis (⋯)** in the top right and select **Preview** to see what your customer will see when they open the link in your email. Actions such as Approve are turned off in preview.

### Where can I see what has been sent?

- The **Emails** tab shows every email sent.
- The **Activity Log** tab shows sends, status changes, PDF downloads and customer actions.

The **Emails** tab shows every email sent.

The **Activity Log** tab shows sends, status changes, PDF downloads and customer actions.

- <https://144351848.hs-sites-eu1.com/en/what-are-quotes-and-invoices-makula-help-center?hsLang=en>
- <https://144351848.hs-sites-eu1.com/en/create-and-manage-quotes-makula-help-center?hsLang=en>
- <https://144351848.hs-sites-eu1.com/en/create-invoices-and-convert-quotes-makula-help-center?hsLang=en>
- <https://144351848.hs-sites-eu1.com/en/approving-quotes-and-requesting-changes-as-a-customer-makula-help-center?hsLang=en>
- <https://144351848.hs-sites-eu1.com/en/quotes-and-invoices-settings-makula-help-center?hsLang=en>

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