02.7 Send per Email

Definition: What is it?

This is used to send a copy of the invoice details to one or more email addresses. The invoice is included as an attachment and the user can add a simple accompanying email message.

What is it used for?

See above

What's on the screen?

To do

How do I send a copy of an invoice via email?

Example: To send a copy of an invoice via email

1. Select the 'Send per Email' sub menu
2. The 'Send per Email' default screen will be displayed
3. Enter the 'From Email Address' (NOTE TO CHECK: Shouldnt this be defaulted from the user login.....????)
4. Leave the 'To Email Address' as it is as this will be defaulted using the customer details from the invoice
5. If required enter the 'Copy Email address' for anyone that needs to be copied on the email
6. Leave the 'Subject' as the default of 'Please find attached invoice'
7. Leave the 'Other Currency' box blank (NOTE TO CHECK: Investigate what effect this has on the email.....)
8. Enter a short email message in the 'Email Body' 
9. Press the 'Submit' button