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e-mailing invoices

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  • e-mailing invoices

    Am I going to have to go through each invoice seperatly to e-mail them each month? About 100 of my customers receive their invoices by e-mail. I see where I have to send it to a pdf file, but I don't know how to do this.
    Thanks, Stodd

  • #2
    If you want to email a PDF version of an invoice to a customer you have to (1) create and save a PDF version of the invoice and (2) send the customer an email and attach the PDF file.

    To create a PDF of an invoice:
    - select the invoice you want from the invoice list
    - click the Print button
    - select File in the Report Destination area and enter a filename (verify the file type is set to PDF). You can click the Disk button to specify a location for the file.
    - click the OK button

    Currently, there is no way to automatically perform this task for multiple customers. So this process has to be repeated for each customer.

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