Email


Email is the simple choice for sending Quotes, Order, Invoices by email.

This Solution describes its use. (7019)






In Print Options, in the Destination column, choose Email to send using the Shipping Email on a Quote, Order, or Invoice.


Pictured:

>10039 has been entered in the Inline Filter to find Greater Than 10039.

Column Add (+) was used to show the Shipping Email column.

Print was clicked to open Print Options. Email was chosen in the Destination option.

The selected form, Sales Order Plain Paper, will be printed as PDF and attached to a new email message in an email client like macOS Mail or Microsoft Outlook.


For Shipping Email turn on Load Addresses, Ship To, in Customer Prefs. This is already done if you are connecting UPS, FedEx, or Stamps.



Related:

(Up) Chapter 17 Emailing
Load Addresses
Batch Emails