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.
all clients need to be setup in 3-6 or you cannot create a work order for them