Use Default Forms to Email Invoices/POs
An option to use a default form when emailing a sale to a customer or a PO to a supplier has been added. To use this option you must first select a default form in the customer or suppliers card under the selling or buying details tab. After this form has been selected in the card information you can choose to use the default form when emailing a sale or a PO. If you do not have a default form assigned to the customer or supplier, the form selected in the Advanced Filters section of the Print/Email Invoices/POs window will be used.
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Click the Selling Details tab for a customer card or the Buying Details tab for a supplier card, and in the Printed Form field, select the form from the drop down list provided.
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Click OK to accept the changes and close the Card Information window.
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Go to the Sales command centre and select Print/Email Invoices. The Review Sales Before Delivery window appears.
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Click the To Be Emailed tab.
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Enter the Sales Type, Email Address, Subject and Message then select Use Customer’s Default Printed Form option.
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Select the invoices to be emailed and click Send Email.
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Go to the Purchases command centre and select Print/Email Purchase Orders. The Review Purchases Before Delivery window appears.
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Click the To Be Emailed tab.
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Enter the Purchase Type, Email Address, Subject and Message then select Use Supplier’s Default Printed Form option.
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Select the purchases to be emailed and click Send Email.
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