Attach Invoices that are Approved and Ready to be Finalized to an Email Message

Use the Invoices Approved and Ready to be Finalized submodule to attach invoices that are approved and ready to be finalized to an email message.

To use the Invoices Approved and Ready to be Finalized submodule, you must have access to Tasks as defined in the User Access Rights submodule under Settings.

To attach an invoice that is approved and ready to be finalized to an email message:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks screen, click Follow-up > Invoices Approved and Ready to be Finalized.
3. Select the Choose check box of the invoice or invoices that you want to attach to an email message and click Attach invoices to email .
4. In the confirmation dialog box, click Yes to set the print status of the selected invoice to OK.
5. If you want to edit, send, or delete the email message, you may do so in the Email Drafts dialog box.