Emailing a Document (no template)

Modified on Fri, 26 Mar 2021 at 10:13 AM

A common use of the Email function in Connected is to send a PDF copy of a customer invoice, vendor Purchase Order, and Customer Statements

If there is a company email in the Customer/Vendor setup window, it will be available to select when emailing.  Contacts can also be added on the Customer/Vendor setup window by selecting Email, and the Open Customer/Vendor Contacts Window.

Below is the process to attach a PDF copy of and invoice to an email message without using an email template

Emailing an A/R invoice to a Customer

  1. Locate the invoice to be sent via Find.
  2. Click the Email icon, then select Address Email Message.

  1. The Address Email Message window will open up.

NOTE:  The email can also be composed using the default email program selected in setup by clicking the Compose button.

  1. Select the contacts and sending options in the Customer Contacts area. Choose from To, CC, or BCC. Only contacts with a checkbox in  one of these areas will be included as message recipients.
  2. Select any internal contacts from the Company Contacts tab if applicable.  
  3. Select the Attachment Form
  4. Rename the attachment in the Attachment File Name field, or leave blank to use the default file name.
  5. Enter a Subject for the email.
  6. Compose a message for the email to be sent in the Message field.
  7. Select the Add note with email details checkbox if you want a note added to the Invoice being sent. Click to read more about the Notes feature: Adding Notes in Connected
  8. Once all selections and info are entered, press Send Now to move straight to your Outbox or Compose to open and view the email, prior to sending. 
  9. Click Done to close the email window.


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