Message

Use the Message screen to send an invoice to a customer by e-mail using the IBM e-mail server. By default, the e-mail is sent in HTML format. If you are licensed for the IBM InfoPrint Server software, IntelliDealer sends the quote, statement, or invoice as a PDF document.

To open the Message screen, click Email.

Fields on the Message screen are:

Field Description
To

Enter the e-mail address of the recipient receiving the message. For multiple recipients, click the More icon to add multiple To fields.

The To field does not appear when you use the system operator messaging function.

BCC Adds a Blind Carbon Copy recipient to the message. The BCC recipient's e-mail address is concealed from all recipients of the message.
From E-mail The user's e-mail address is populated automatically from the customer's profile.
Subject The invoice number is populated automatically. Up to 10 invoices can be included in the subject line. If more than 10 invoices are selected, the subject shows MULTIPLE.
Message Optional. An e-mail message to send with an invoice.

Click Send to send the invoice and the optional message to the selected recipients.

Click Close to close the Message screen and return to the Preview screen.