> For the complete documentation index, see [llms.txt](https://www.zerabooks.com/help/llms.txt).

# Email financial statements

Send your statements to a client or your accountant from Financials, with the PDFs, Ledger CSV or Excel workbook attached. Up to 10 recipients and 25 MB.

## Send the email

1. Go to **Financials** and pick the period.
2. Open the **Profit & Loss**, **Balance Sheet** or **Cash Flow** tab.
3. Click the arrow beside **Download** (**More download options**), then **Email report…**.
4. Check **To**, and add anyone to copy in **CC** (optional).
5. Edit the **Subject** and **Message** if you want.
6. Tick the attachments to send.
7. Click **Send report**. The button reads **Sending…** until the email is accepted, then you see "Email accepted for" and the address.

![The Email Report dialog: To and CC, the prefilled subject and message, and the attachments to send](https://www.zerabooks.com/help/shots/financials-email-dialog.png)

## What's filled in for you

| Field | Starts as |
| --- | --- |
| **To** | The company's contact email, from **Settings** › **Company** |
| **Subject** | "{Company} — Financial statements — {period}" |
| **Message** | "Attached are the selected financial reports for {Company} for {period}. Amounts are reported in {currency}." |

If your books started partway through, the message also says when detailed activity begins. Separate several addresses with commas.

## Attachments

| Attachment | Ticked to start |
| --- | --- |
| **Profit & Loss (PDF)** | Yes |
| **Balance Sheet (PDF)** | Yes |
| **Cash Flow (PDF)** | Yes |
| **Trial Balance (PDF)** | Yes |
| **Ledger — transaction list (CSV)** | No |
| **Excel workbook (XLSX)** | No |

Each PDF is attached as its own file. The Excel workbook has four sheets: Profit & Loss, Balance Sheet, Cash Flow and Trial Balance. Every attachment is for the period you picked.

## Limits

| Limit | Message you see |
| --- | --- |
| At least one recipient | "Enter at least one recipient email address." |
| No more than 10 addresses in **To** | "Send to no more than 10 recipients at a time." |
| No more than 10 different addresses in **To** and **CC** together | "Use no more than 10 recipient addresses, including CC." |
| A subject of 200 characters or fewer, on one line | "Use a subject of 200 characters or fewer on one line." |
| A message of 10,000 characters or fewer | "Use a message of 10,000 characters or fewer." |
| At least one attachment | "Select at least one attachment to send." |
| 25 MB of attachments in total | "The attachments are too large to email — deselect some and try again." |

{% hint style="warning" %}
**Important:** If the connection drops while sending, ZeraBooks can't tell whether the email went out. The button changes to **Retry same email**. Use it rather than starting a new email: it resends the identical email under the same reference, so the recipient doesn't get a second copy. Keep the fields unchanged while you retry.
{% endhint %}

## Frequently Asked Questions

<details>
<summary>How many people can I email the statements to?</summary>

Up to 10 different addresses, counting **To** and **CC** together.
</details>

<details>
<summary>Is there a size limit on attachments?</summary>

Yes, 25 MB in total. If you go over, untick an attachment, usually the Ledger CSV or the Excel workbook, and send again.
</details>

<details>
<summary>Can I email the A/R or A/P aging report?</summary>

No. The email offers the four statement PDFs, the Ledger CSV and the Excel workbook only.
</details>

<details>
<summary>Why is To already filled in?</summary>

It uses the company's contact email from **Settings**. Replace it with any address you like. To change the default, edit the contact email in [Company settings](https://www.zerabooks.com/help/my-account/company-settings).
</details>

<details>
<summary>What does "is not a valid email address" mean?</summary>

One of the addresses is mistyped. Check each address, and separate them with commas.
</details>

<details>
<summary>What does "The company or reporting period changed" mean?</summary>

You switched company or period while the email was open. Close it and open **Email report…** again so the attachments match what you're looking at.
</details>

<details>
<summary>Can I email a branded report with my own notes and cover?</summary>

Yes, from **Custom Reports**. See [Publish, copy, share and email a custom report](https://www.zerabooks.com/help/reports-and-insights/publish-and-share-a-report).
</details>

---

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