Email invoice attaches the saved invoice PDF for the reviewed document revision. Private supporting attachments remain in Documents. A source file uploaded during draft preparation is not automatically included in the customer email.
Before sending, preview the invoice PDF and verify that it contains the intended customer-facing information. Check the issuer, recipient, dates, line details and total. Do not assume a separate supporting file will explain missing or unclear terms in the PDF.
If a customer needs additional evidence, use an authorized sharing process and review that file's contents and recipient separately. A private working paper may contain internal notes or information about other parties that should not be sent with an invoice.
Keep this distinction in delivery records and customer communications. A successful invoice email establishes the provider's outcome for that message and artifact; it does not prove that every related document was shared. Recurring document creation also omits supporting attachments, so review evidence and delivery requirements for each generated occurrence.
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