You can share reports associated with an order with your customers, contacts, or other recipients.
Share a report on the web
Go to Orders and open the order record.
Find the Reports section.
Hover over the report you want to send and select the share icon.
In the pop-up window, select the report format: PDF, XLS, or DOC.
Choose the recipient:
If they are registered in Sage Sales Management, use the search tool to select them.
For an external recipient, enter their email address.
Confirm that you want to send the report.
You can also copy the report link to download the report and use it when needed.
Share an order on Android
Open the order record you want to share.
Select Share in the top right corner of the screen.
Select one or more recipients from the available contacts, accounts, users, or other contacts.
Select Share to send the order.