Invoices > Emailing an Invoice

Emailing an Invoice

To email an invoice:

1.       From the Finances Main Menu, in the Invoices Module group, click Manage to display the Invoice Data Management Center.

●         Double-click on the Invoice you would like to open.

2.       Click Print or Email in the toolbar to display the Invoice Reports screen.

●         Highlight the preferred layout for your invoice.

o         Click Email by PDF to send an email with the report as a PDF attachment.

o         The email will be addressed to the Primary Contact, the Bill To Associate (if different), and the Ship To Associate (if different).

ResultsCRM User Help (August 2018)