Cover letters
Write a letter to accompany an invoice and manage all letters in one list.
A cover letter is a one-page letter that accompanies an invoice. It shares the sender and recipient with the invoice and is kept as its own document, linked to the invoice.
Add a cover letter from the invoice
- Open the invoice in the editor.
- In the right panel, switch on Cover letter.
- A letter page appears above the invoice. Fill in the place and date, subject, body, closing and signature.
- Click Save. The letter is stored with the invoice. It is not part of the invoice PDF or the invoice email: download or send it from Documents → Cover letters.
Add a cover letter from the list
- Go to Documents → Cover Letters → New cover letter.
- Pick the invoice the letter is for. Only invoices without a cover letter are offered; search by number or buyer.
- The invoice editor opens with the cover letter page enabled. Write the letter and click Save.
Work with the list
The Cover Letters list shows the letter number, the invoice, the recipient, the subject, the date and the status. Click a row to open the invoice. The row menu offers:
- Open invoice
- Download PDF
- Send by email (adds a row to the delivery log)
- Delete: removes the letter page only; the invoice is kept.
Good to know
- One cover letter per invoice.
- Letter numbers come from their own series; the invoice number is shown next to it.
- If the PDF service is not configured on your environment, Download PDF opens a printable version in a new tab instead.
- Members who can create invoices can create and send letters; delete needs the delete permission.