In order to manually send a sales invoice e-mail to a customer, you
need to have done the following:
- Set up SMTP
- Set up event notifications
- Set up the events
- Set up the E-Mail Inv. to check boxes on the customer card
- Selected the Real-Time Notification check box for the SALES_INVOICE code on the Events window
- Set up event contacts for the sales invoice, and ensure that the Receive Real-Time Notification check box is selected
- Posted the sales invoice
To manually send a sales invoice e-mail
- Open the Posted Sales Invoice window.
Navigate to Posted Documents>Posted Sales Invoices.
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Select the posted sales invoice that you want to e-mail to a customer
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On the Actions tab, in the Functions group, choose Send Invoice E-Mail (PDF).
An e-mail containing the sales invoice will be sent to the event contacts defined for the customer.