How do I email quotes, invoices, sales orders, receipts, credit memos, purchase orders and customer statements?
These options are available in most Peachtree packages since 2004. To set up defaults for Customers and Vendors: 1. Go to Maintain Customers, select a customer from the Customer ID drop down, and then choose the Sales Default tab. 2. In the “Form Delivery Options” select “E-mail” for the Delivery Method. (NOTE: For Vendors, select the appropriate Vendor, choose the Purchase Defaults Tab. In the “Form Delivery Options” select “E-mail” for the Delivery Method.) To E-mail forms: 3. When printing through Reports, select the form you want to E-mail and click the Preview toolbar button. Example: If you want to email customer invoices, go to Reports, Accounts Receivable. Look for the Invoices/Pkg. Slips folder in the Report List. Open the folder, and then select invoice form you would like to Email. Hit the Preview button on the above toolbar. Select your desired criteria on the Filter** tab, and then select the E-mail tab. Under the Actions section, you may choose to both send an E-mail and
Related Questions
- Whats the difference between Sales Orders, Layaways and Quotes? What is a Credit Memo and how do I create one?
- How do I email quotes, invoices, sales orders, receipts, credit memos, purchase orders and customer statements?
- Can I send Sales Orders and/or Purchase Orders by email to the customer/vendor?
