Document sending profiles
- set up preferred method for sending sales document to the customer by document sending profile
- sending options including print documents or send by email
- able to indicate if the document needs to be attached as a PDF file or as an electronic document
To setup Document Sending Profile
- Go to Document Sending Profile to setup the preferred method
- To to customer card then select Document Sending Profile
To Sending Document
Example below is use the Posted Sales Invoices. The default document sending profile is use Email
- Select the Send option
- System prompted Send Document to Page (the value is defaulted according to document sending profile)
- Select OK to create an email with attachment