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
Once the email is sent it can be viewed under the associated Customer email tab.
Related tasks and information
|