Can NShine ERP email the invoice to the customer automatically?

Overdue reminders go out by email or WhatsApp from Notification Settings where enabled. For sending the invoice itself, use share or attach the PDF to your own email until automatic sending is confirmed for your plan.

The logo is missing on the print.

Upload it under Settings › Company › Company Logo. Use a wide, high-resolution image; it is scaled to fit the header.

Docs · Invoices · How-to

Print, share and email an invoice

You will have a printed or shared PDF of the invoice with your logo, TRN, terms and signature, and you will know which setting changes each part of it.

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Every row on Invoices › Customer Invoice has a print and a share action. Print opens the invoice as a document you can save as PDF or send to a printer; share gives you a link to pass to the customer.

The layout is built from Settings › Company, so the first time you print, check that the logo, address, TRN and terms are what you want on every invoice.

Before You Start

Settings › Company has the Company Logo, Address, Phone, Email, TRN, Terms and Conditions and, if you want one, a Digital Signature uploaded.
The customer record has the address and TRN you want printed.
The invoice is saved; printing works from the list, not from an unsaved form.

Steps

Open Invoices › Customer Invoice and find the invoice. Use the date range filter or type the customer name or invoice number into the global search.
Click the print action on the row. The invoice opens in a print view.
Check the header, lines, tax and totals. If something is wrong, close the print view, use the edit action to fix it and print again.
Print to paper or choose Save as PDF in your browser’s print dialog.
To send it without a file, click the share action and copy the link. Paste the link into WhatsApp or an email to the customer.
Record who it went to in Notes on the invoice if you need an audit trail.

What the printed invoice contains

Part	Comes from	Change it in
Logo, company name, address, phone, email	Settings › Company	Settings › Company
Your TRN	Settings › Company	Settings › Company
Customer name, address, TRN	Customer record	Customers › edit
Invoice No., Invoice Date, Due Date, Reference no	Invoice form	Invoice › edit
Lines: one per booking with Amount (Excluding Tax)	Bookings on the invoice	Booking › Add Amounts
Tax Rate, tax amount, RCM note	Invoice form	Invoice › edit
Totals and Amount In Words	Calculated	Settings › Company for rounding and decimals
Notes	Invoice form	Invoice › edit
Terms and Conditions, Digital Signature	Settings › Company	Settings › Company

What This Changes

Nothing in the books changes. Printing and sharing are read-only; the invoice, balances and Payment Status stay as they were.
A shared link shows the invoice as it is now. If you edit the invoice afterwards, the link shows the edited version.

Tips

Print one invoice after any change to Settings › Company and read it end to end before sending the month’s batch.
Bookings can be printed as an LR from the bookings list; send the LR with the invoice when the customer wants both.
For a statement covering several invoices, use Reports › Single Customer Statement instead of printing each invoice.

Frequently asked questions

Need Help?

Chat with the NShine ERP support team on WhatsApp at +91 79950 87755, or ask from inside the app. Last checked 9 November 2026 against app.nshineerp.com.