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Send by email

This guide describes how to send a document (invoice or credit note) by email from xTool.

Prerequisites

  • Document created or uploaded in xTool. See Create documents.
  • Recipient email address — you will specify it when sending (web or API).

Web

  1. Open the document in the Documents list.
  2. Click "Send by email" (or similar).
  3. Enter the recipient email and, if the interface offers it, the language for the email body.
  4. Confirm. The document is sent by email (typically as PDF and/or XML attachment, depending on configuration).

API

Send a POST request to the document send endpoint:

  • Endpoint: POST /api/v2/documents/{document_id}/send (or equivalent).
  • Body: e.g. {"transaction_type": "send.email", "email": "recipient@example.com", "lang": "en"}. The lang parameter is optional (e.g. for email body language).

The response confirms the send; the document may get a status update (e.g. sent).

See API reference for the exact endpoint and parameters.

Next steps