Invoices can be emailed from the Office Manager application. Users can choose to email a single invoice or all invoices currently displayed in the grid. Invoices can be emailed as PDF documents or spreadsheets.
Note: Invoice packets can be configured to include various backup reports. These packets are defined in the System Configuration Documentation Profiles.
Select the appropriate link below for details on emailing invoices.
Single invoices can be emailed from the following pages:
Double click the appropriate invoice in the grid.
The Invoice dialog box will appear.
Select the Email Invoice button.
The Email dialog box will appear.
In the Format field, select the appropriate format.
In the Email field, type the appropriate email address. Multiple addresses may be entered by inserting a semi-colon ( ; ) between addresses.
Click the Send button to email the invoice.
The invoice will be emailed.
Double click the appropriate invoice in the grid.
The Invoice dialog box will appear.
Select the Email Invoice button.
The Email dialog box will appear.
In the Format field, select the appropriate format.
In the Email field, type the appropriate email address. Multiple addresses may be entered by inserting a semi-colon ( ; ) between addresses.
Click the Send button to email the invoice.
The invoice will be emailed.
Double click the appropriate invoice in the grid.
The Invoice dialog box will appear.
Select the Email Invoice button.
The Email dialog box will appear.
In the Format field, select the appropriate format.
In the Email field, type the appropriate email address. Multiple addresses may be entered by inserting a semi-colon ( ; ) between addresses.
Click the Send button to email the invoice.
The invoice will be emailed.
Email all invoices currently displayed
A group of selected invoices currently displayed in the grid can be emailed from the following pages:
Select Email All from the menu.
The Email dialog box will appear.
In the Format field, select the appropriate format.
In the Email field, type the appropriate email address. Multiple addresses may be entered by inserting a semi-colon ( ; ) between addresses.
Click the Send button to email the invoice.
The invoice(s) will be emailed.
Select Email All from the menu.
The Email dialog box will appear.
In the Format field, select the appropriate format.
In the Email field, type the appropriate email address. Multiple addresses may be entered by inserting a semi-colon ( ; ) between addresses.
Click the Send button to email the invoice.
The invoice(s) will be emailed.
Select Email All from the menu.
The Email dialog box will appear.
In the Format field, select the appropriate format.
In the Email field, type the appropriate email address. Multiple addresses may be entered by inserting a semi-colon ( ; ) between addresses.
Click the Send button to email the invoice.
The invoice(s) will be emailed.
See also: