Roxy, Email and PDFs

Use Roxy for product guidance and use each document's preview and email actions for customer or supplier communication.

Ask Roxy

1. Open the Roxy chat tray from any authenticated page.
2. Ask one specific question, such as "How do I allocate this payment?" or "What is input VAT?"
3. Include relevant facts without pasting unnecessary personal or payroll information.
4. Follow the answer on the active page and confirm the result before finalising a transaction.

Roxy knows which page is open and which product features are available. It does not see the invoice, figures, customer record or other page contents, and it cannot create or change records.

Preview and download a PDF

Open the invoice, quotation, credit note, purchase order, GRN or statement and choose Preview PDF or its download action. Check company identity, customer or supplier details, document number, dates, line totals, VAT, bank details, notes and terms before sending.

Email a document

1. Open the document and select its Email action.
2. Confirm the recipient, add a custom message and choose whether to send yourself a copy where offered.
3. Send, then review the document's email delivery history.

Emailing a draft invoice issues it and posts it. Emailing a quotation changes its lifecycle but does not post accounting entries. A draft PDF is visibly watermarked.

If email fails

• Correct the email address on the customer or supplier and resend from the document.
• Check the delivery status rather than assuming the recipient received it.
• Download the PDF and send it through another approved channel when the message is urgent.
• Contact us with the document number and delivery time if repeated attempts fail.