From the Printing Parameters screen, preview a generic quote then click e-mailfor the Message screen.
Message Screen
The Message screen allows you to send an invoice to a customer via e-mail using the IBM e-mail server. By default, the email is sent in HTML format. However, if you are licensed for the IBM InfoPrint Server software, the system sends the quote, statement or invoice as a PDF document.
Use these buttons to complete your work on the Message screen:
Button | Function |
---|---|
Send | Sends the invoice and the optional message to the selected recipients. |
Close | Closes the Message screen and returns to the Preview screen. |
The 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 Note:
|
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 automatically populated here. The e-mail address is pulled from the customer's profile. |
Subject | The Invoice number is automatically populated here. Up to 10 Invoices can be included in the subject line. If more than 10 invoices are selected, the subject will show MULTIPLE. |
Message | Optional. An e-mail message to be sent with an invoice. |
Use these buttons to complete your work on the Message screen:
Button | Function |
---|---|
Send | Sends the invoice and the optional message to the selected recipients. |
Close | Closes the Message screen and returns to the Preview screen. |