Sending Order Entry Forms to Customers by Email
When you print Order Entry forms (quotes, order confirmations, invoices, debit notes, and credit notes), you can print them to your usual print destination, or you can send them to customers using the delivery method specified in the customer records. When using customer delivery methods:
- For customers that use an email delivery method, forms are emailed to customers along with an email message that you select at the time of printing.
- For customers that use Mail as the delivery method, forms are sent to your usual print destination for regular mail delivery.
Before you start
- In the Accounts Receivable customer records, make sure that:
- E-mail or Contact's E-mail is selected as the delivery method.
- Email addresses are up to date.
For more information, see the Accounts Receivable help.
- Email messages exist for the forms that you are sending. If you need to create email messages, see Creating Email Messages.
To send Order Entry forms to customers by email:
- 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.
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.