Loading
The online Trailblazer Community becomes read-only Oct 30, 2026Read More
Important Advisory: iOS Update Impacting CG Mobile ApplicationRead More
Insurance
Configure Email Delivery

Configure Email Delivery

Send emails with invoice information along with invoice PDF documents to your customers.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions where Insurance Brokerage is enabled

To know how, see Turn on Email Delivery of Invoices.

 
Loading
Salesforce Help | Article