WorkBook

Email Reports of Sales Invoices Ready to be Printed or Emailed

Use the Sales Invoices Ready to be Printed or Emailed submodule to email reports of sales invoices that are ready to be printed or emailed.

To use the Sales Invoices Ready to be Printed or Emailed submodule, you must have access to Tasks as defined in the User Access Rights submodule under Settings.

To email a report of a sales invoice ready to be printed or emailed:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks screen, click Follow-up > Sales Invoices Ready to be Printed or Emailed.
  3. Highlight the sales invoice ready to be printed or emailed that you want to email a report of.
  4. On the grid toolbar, click Email invoice report .
    WorkBook opens an email draft with the invoice as an attachment.