Now almost everyone sends invoices by email. Our POS software gives a vast range of flexibility for which formats to send. If in any doubt, we recommend that you use PDF format. This is because PDF is harder to change, will look the same on all computers, and is trusted. Many will be reluctant to accept a word document or excel format because viruses are frequently being transported in them. I also think that PDF gives you a professional look.
As such, unless someone specifies Word or Excel, I recommend you use the PDF option in our software.
But, some people will request different formats, generally excel and word. This is often because they need to have the ability to change the information, e.g., they are on selling the goods and want to remove your details from it.
In this case, send a PDF copy and the other one in their selected format.
