Email a Sales Quote/Order/Invoice/Credit Memo

This lesson will detail how to email a Sales Document

Note:  Each User can be set up to send Email using either an SMTP server or Apple Mail.

1. Select the Custom Form to send via email

  1. Go to Administration ➤ System Configuration.
  2. Select Sales Document from the drop-down list.
  3. Find the setting for Email Custom Form and double-click it to bring up a list of Custom Forms to choose from.
Select the PO Custom Form to send via email

2. Email a Sales Document

  1. In the Sales Orders & Quotes window highlight the Quotes/Orders/Invoices/Credit Memos that you want to send.
  2. Open the Action Menu and click Email Purchasing Document.
  • If you have just 1 record highlighted you will be given a pop up window with options to enter different email addresses, CC's and BCC's.  
  • If you have more than 1 record highlighted the system will automatically send the Sales Document to the email address listed on the Vendor's record.