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Emailing Invoices and Transactional Documents

Transactional Documents, such as Invoices and Credit Notes can be emailed directly from the document. The email message will automatically include the document as a PDF attachment.

Documents must be in View Mode before they can be emailed.

Emailing an Invoice

Emailing an Invoice

How to send an email from a Transactional Document

From within the Document, (see the Sales Invoice shown above), select the ‘Email’ dropdown on the top menu.

From the drop down, select ‘Invoice Issued’. A pop up email window will open.

The invoice will show as a PDF attachment.

Once the email is sent it can be viewed under the associated Customer email tab.