Email Sales Transaction PDF

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Note:  While the Email PDF process is the same for all transactional documents, a Sales Order is used as the example for this article.

When a quotation, sales order, or invoice is created, the Email Address field is automatically populated from the selected customer's details.  This email address can be updated, if required.

Next, select the Email PDF Layout for the document.

Note:  An Email PDF layout needs to be set up in order to use the Email PDF functionality.  Depending on your setup, only a Print Layout may be available.

Once all information is correct, click Email PDF on the toolbar.

Note:  A transaction can only be emailed if it is locked, and cannot be edited anymore.

This opens the Compose New Email screen.  By default, the Email tab is displayed.

Here you can compose the email as required.

Note:  Multiple email addresses can be added to the To, CC, and BCC fields if required.  Enter each email address separated by a semicolon.

1. Select the Template to apply to the email body, if required.
2. Confirm the email address in the To field.  Additional email addresses can be added, if required.
3. Update the email addresses to carbon copy in the email in the CC field, if required.
4. Update the email addresses to blind carbon copy in the email in the BCC field, if required.
5. Update the email Subject, if required.
6. Construct the email body.  Various text editing tools are available at your disposal.

Once done, click OK to send the email.  This sends the email, closes the Compose New Email screen and returns you to the transaction document screen.