Please use the Wizard to send the invoice to the customer, including the entry and SharePoint documents.
Send the Invoice via Wizard
1.Go to the Customer Invoice grid.
2.Click Wizard → Send Other Documents.
3.On the next screen, select the documents you want to email.
4.Click Send.
Your default email application will open. The recipient’s email address can be entered directly in the outgoing email, or you can set up a communication profile with the document type CSINVO (Customer Invoice).
