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Emailing and downloading documents

Last updated: October 24, 2026

What it does

Use the send window to check an order’s document and email it to the order’s contact. Downloading gives the same document as a PDF.

Order typeDocumentSend button
QuoteQuoteSend Quote
Sales orderInvoiceSend Invoice
Purchase orderPurchase orderSend Purchase Order

The window takes the recipient from the order’s contact and builds the subject from the document type and the order number.

The Amount (Ex Tax) or Amount (Inc Tax) column shows each line total, after any order discount. Each line total is in whole cents, or the smallest unit of the order’s currency, as Line items explains. The lines add up to the Subtotal, or to the document’s total when every taxed line is priced with tax included.

Sending can change the order’s status.

  • Emailing the invoice for an open sales order marks the order invoiced. Where the terms are due on receipt with no date set, the send sets the date.
  • Sending a draft quote or a draft purchase order marks it sent.
  • Sending the same document again leaves the status alone. Lucrii records the second send on the timeline.

Before you start

The send button needs an address, a subject and a message before it turns on.

FieldWhat it takes
To, CC, BCCUp to 254 characters for each address
SubjectUp to 255 characters
MessageUp to 5,000 characters, with a count from 4,500

Your plan limits how many customer emails your organisation sends a day. Plan, usage and payment says what counts and gives each plan’s limit. Each address in To, CC and BCC counts. Past the limit, Lucrii doesn’t send the document and says when you can try again.

You must verify your email address before Lucrii sends customer emails for you.

Every picture a document prints, and every picture in the send window’s message, must be uploaded to Lucrii.

How to use it

  1. Select the send action in the header. It reads Review Quote on a draft quote, Review & Send Invoice on a sales order and Review & Send PO on a purchase order. Once a sales order or a purchase order has gone out, it reads Resend.
  2. Read the preview on the left of the window. Use the refresh control above it to rebuild it.
  3. Correct the To address. Select Add CC/BCC for more recipients.
  4. Write the message. Under it, Attach media from line items adds pictures and files from the items on the order as links.
  5. Select the send button at the foot of the window.

Once a quote has gone out, Mark as Won and Mark as Lost replace the send action, and Resend Quote moves under More Actions. On a narrow screen the send action is under More Actions.

For a PDF, open More Actions and select Download Quote, Download Invoice or Download Purchase Order.

Troubleshooting

The send button stays off and a line under the message says “Write a message to send.” Write the message.

The send button on a purchase order stays off, and its tooltip says “Set a receiving location before sending this purchase order.” A purchase order that moves stock needs a location to receive into before you can send it.

The send button or a download says “Lucrii is busy generating documents. Try again in a moment.” Lucrii could not make the PDF in time. Wait a moment and select it again.

Lucrii refuses a picture, as in “Logo must be a picture uploaded to Lucrii.” The picture is kept somewhere else on the web. Upload it to Lucrii instead. The rule covers these pictures:

  • The logo, and a template’s Header Image.
  • Item and variant pictures, which the message calls Image.
  • Pictures in an order’s Terms and Conditions or a purchase order’s Notes, as in “Pictures in Terms and Conditions must be uploaded to Lucrii.”
  • Pictures in the send window’s message, as in “Pictures in Message must be uploaded to Lucrii.”

A picture is missing from a connector’s section on a document, such as the Stripe Pay Now link. The section prints only pictures uploaded to Lucrii or carried in the section.

In a demo organisation, sending moves the order’s status but no email goes out. Lucrii doesn’t send the email in a demo organisation, and the window says so above its buttons.

Changes