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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

  1. Go to Document Sending Profile to setup the preferred method
  2. 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

  1. Select the Send option
  2. System prompted Send Document to Page (the value is defaulted according to document sending profile)
  3. Select OK to create an email with attachment



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