Print or Email an Invoice or Delivery Note From Within Sales Invoice Manager
Overview
You can print or email a customer a copy of their sales invoice and delivery note for their records. This video shows you how you can do this. A step by step guide can be found below the video.
You can check later that an email was sent by opening the Dashboard and the Email Manager Tab. The emails that have been sent are listed below the graph.
Steps
- Ensure the Invoice is in the Invoicing or the Issue stage in [Sales Invoice Manager].
- If the invoice has already been issues, this can be done from any of the Archive stages.
- Green select the Invoice.
- Use the Actions menu to select either the Print or Email option for an Invoice or Delivery Note.
- When emailing invoices where the company doesn't have an Email Document Type (for invoices) specified, the fall back will be the invoice contact.
- Delivery Notes will always be emailed to the delivery contact.
- A popup will inform you that the email has been sent successfully.