← Back to Help

Help / A useful way forward

Share the right copy

Choose what the other person needs and review it before sharing.

Choose what the recipient actually needs

  1. For a customer, choose the relevant customer-facing quote, invoice, payment summary, or progress document where the tool offers one.
  2. For a supplier, choose the relevant supplier-facing order document. For another person helping with the work, choose the report that covers that purpose.
  3. Review the actual preview and downloaded file for private notes, other customers, bank or payment details, contacts, and information unrelated to the request.
  4. Share through your own chosen method. Downloading or preparing a document does not send it, obtain consent, or confirm acceptance.

Editable files can include much more

A complete invoice book can include multiple customers; an Owner Overview includes its accepted source copies. Records and purchasing books may include internal locations, costs, and history. Share the entire editable JSON only when the recipient needs that information and is authorized to have it.

Working together on copies

If two people edit separate files, their changes do not automatically merge. Agree who is maintaining the current copy, exchange dated copies, and review changes deliberately. Reopening a book replaces the currently open book after the tool’s confirmation; it does not merge two books.

Check the meaning as well as the appearance

Draft, issued, agreed, received, paid, and complete describe different events. Review the status and evidence. A polished PDF does not turn a draft into an agreement, payment, or completed obligation.

Choose the right download

Keep your open draft?

Continuing will discard your unsaved changes. You can return to the draft and save or download it first.