Emailing Invoices and Transactional Documents

    

Topic: Organiser > Working with Emails

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

 

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

 

Emailing an Invoice

Emailing an Invoice

 

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

 

Related tasks and information


Sending Emails

Email Templates

Configuring Company Info