For example, email a 11-2 work order invoice with the attachment ie from sage service operations to outlook to send to client. Not all clients are set up in mb 3-6.
by: Shawn E. | over a year ago | Accounts Receivable
Votes
9
email with the outlook email link an attachment with a report in ONE email
by: Shawn E. | over a year ago | Accounts Receivable
Comments
I agree. Emailing an invoice to a customer is very cumbersome. In Sage 50, it was a click of the "Email" icon. The email address, Invoice number, and our defaulted message is all there. Leaving me to only hit the send button.