Emailing an Invoice

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Emailing an Invoice

 

Overview

This article explains how email an invoice. It is assuming that the invoice has already been entered.

 

Instructions

From the StockTrac® main menu, go into the Point-of-Sale module.  Retrieve the invoice to be reversed either by going into the Today’s Invoices tab or the All Invoices tab.

After the invoice is selected, you will see the More Options… button on the right-hand side of the screen.

 

screen a

 

Under “More Options”, click on Email Invoice. You may see various screens depending on your configuration; the one you are looking for is shown below:

 

Window Capture b

 

Enter the email address of the recipient and anyone that will be copied on the invoice. The subject line will be filled in but can be changed. You also have the option of entering a message for the email.

Once you have filled in the information, click Send. You should see the following message:

 

Window Capture c

 

Click OK.

 

 

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