Sending Order Entry Forms to Customers by Email
When you print Order Entry quotes, order confirmations, invoices, debit notes, and credit notes, you can send these forms to customers using the delivery method specified in the customer records, or you can print them to your usual print destination. More...
Customer delivery methods include Mail, Email, or Contact’s Email.
If you select Customer as the delivery method, Order Entry emails the forms immediately to customers that use an email delivery method .
For customers that use Mail as the delivery method, the forms are sent to your usual print destination for regular mail delivery.
If you select Customer as the delivery method, Order Entry emails the forms to customers that use Email or Contact's Email as the delivery method, along with an email message that you select at the time of printing.
To send Order Entry forms to customers by email:
- In Accounts Receivable, for customers to whom you want to email forms, make sure that Email or Contact's Email is selected as the delivery method, and that the email addresses are up to date in the customer records. (For more information, see the Accounts Receivable help.)
- Make sure that email messages exist for the forms that you are sending by email, or create them. For more information, see Creating Email Messages
- Open Order Entry > O/E Forms, and then select Quotes, Order Confirmations, Invoices, or Credit/Debit Notes.
- When selecting options for printing the form:
- In the Delivery Method field, select Customer.
- In the Message ID field that appears, select the ID for the email message you want to send with the current form.
- Click Print.
When you print using the Customer delivery method, Sage 300 creates a PDF or RTF version of the report, opens your default email software, and attaches the report file to a new email message.