Audience: Customer
Module: Finance
Time to read: 4 minutes
Applies to: Paid plans
Quick answer
Locking, exporting, and emailing financial documents ensures accuracy, auditability, and professional delivery.
Locking documents
Once a quote or invoice is finalized, it can be locked to:
• Prevent accidental changes
• Preserve audit integrity
Exporting to PDF
Locked documents can be exported as PDFs for:
• Record keeping
• Sharing with clients or accountants
Emailing documents
You can email quotes and invoices directly to customers from the Finance module.
Common mistakes
• Editing documents after sending
• Not locking documents before export
Best practice
Lock before sending. Export before archiving.
Related articles
• How do I create and manage invoices?
• How do I track cash flow and financial performance?