Email or Print Invoice

PRINT INVOICE

Open an existing invoice in View/Edit mode. Use the Sales Invoice options drop down list to select the Print to PDF option.

Sales Invoice options

Depending on your web browser settings, you will be prompted to open or save the PDF.

EMAIL INVOICE

Open an existing invoice in View/Edit mode. Use the Sales Invoice options drop down list to select the Email option.

The fields in the Email window will be populated automatically, but can be edited as required.

Email Invoice

From: Defaults to the user's email address.
To: Defaults to the email address specified in the customer record.
CC: Defaults to the user's email address so that you have a copy and record of the invoice sent out.
Subject: The subject as it appears to the recipient of the email.
Attachment: The attached document.
Body: Replace or add to the default text as required.

Click on the Send button to transmit the email.