Invoice History: Email Invoice

Use this screen to email the invoice history to a customer.

You can access this screen by opening an invoice to view the Invoice Detail from one of these locations:

  • Financial Management > Accounts Receivable > Invoice History

  • Product Support > Equipment > Invoice History

  • Product Support > Service > Invoice History

  • Product Support > Parts > Invoice History

  • Product Support > Rental > Invoice History

  • Customer Care > CRM > Customer Profile and open a Profile, Under Quick Links, click the Invoice History button.

  • Customer Care > CRM > Customer Profile and open a Profile. Scroll down the first tab to the A/R Information section and click on the hyperlink dollar value in the Total line.

then click the Email PDF or Email button.

Note that: 

  • Only one email address is allowed in the From field. If there is a default From email address configured in the user's profile, then no other email address can be added.

  • The To, CC and BCC fields all accept multiple email addresses.

Security Switch: 600 Accounts Receivable - Access Invoice History

Revision: 2025.01