Email or Print Invoice

Most Purchase documents are sent to you by a supplier and so it is less likely that you will need to print or email purchase invoices or credit notes. The same functionality provided for printing and emailing Sales transactions is available in Purchases.

PRINT INVOICE

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

Purchase 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 Purchase Invoice options drop down list to select the Email option.

The fields in the Email window can be edited as required. 

Purchase Invoice options

  • From: Defaults to the user's email address.
  • To: Defaults to the email address specified in the supplier 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.