Sales Type

Select a type of sale form -- Service, Item, Professional, Time Billing -- to restrict the list of sales forms you want to email.

Email Address

The field displays the email address for the selected sale. This email address is the first one entered for the customer in the Card Information window -- Profile view. If the first entry in the Email field is a blank entry, then the second email address is selected and so on. If there are no email addresses for the customer, the Email Address field will be blank. (The Email Address column will also be blank for the customer.)

If you wish to use a different email address enter it in the field or click the Search Arrow to choose a different email address you've entered for the customer in the Card Information window -Profile view. (If you change the email address, you'll be asked if you want to update the Email address field of the Card Information window.)

Subject

The text that displays here will appear in the subject area of the email for the selected sale; you can change it if you wish. To change the default entry that you'd like to use for the email subject and/or message for all of your emails, click the Email Defaults button.

Message

The text that displays here will appear as the message that accompanies the selected sale; you can change it if you wish. To change the default entry that you'd like to use for the email subject and/or message for all of your emails, click the Email Defaults button.

Advanced Filters button

You can further widen or narrow the list of sale forms and customize your form using Advanced Filters; click the Advanced Filters button to open the Advanced Filters window - Print/Email Invoices.

Use the selections in the window to choose a sales type and/or a sales status. Other options include: choose one customer or All Customers, select sales using a date range or an invoice number range, choose the form you wish to email or choose to email Unprinted or Unsent Sales only.

If you want to customize the form you want to email, click the Customize button in the Advanced Filters window.

Checkmark (Email) column

This column is used to designate which sales you wish to email. All sales with a mark displayed in the Email column are marked to be emailed; if you don't want to email a specific sale, click the mark to remove it. If you wish to email a specific sale and a mark doesn't appear in the Email column, click the column to add it. Click the gray box at the top of this column to mark all the invoices in the list. Click again to clear all marks from the column.

List of sales

The list displays summary information about all sales selected for emailing, including the invoice number, date, customer, email address and amount. If you wish to display the Sales window to view or change detailed information about a sale, click the zoom arrow next to the invoice number.

Email Defaults button

Click this button to open the Email Defaults window. Use the window to change the subject and/or message that will appear on all of the emails that accompany the sales you send.

Send Email button

Click this button when you're satisfied with the sales you've selected to email. When you click this button, the Email dialog box for your computer will appear; click OK to email the sales.

Cancel button

Click this button to remove all the entries you've made and close the window.