Solution Properties
Solution ID:
222924450018980
Last Modified Date:
Thu Jun 01 13:47:21 UTC 2023
Taxonomy Path:
Category//Setup and configuration//Users//Preferences
Author:
sageadmin
Print and email invoice / quote / order confirmation / statement to customer
Description
Cause
Resolution
To set a customer to print and email invoices:

  1. Click Edit, Customer Details.
  2. Select the customer number.
  3. Click Address tab and ensure that there is a valid email address for the customer in the E-mail field (bottom left).
  4. Click Details tab.
  5. Select the form such as Invoice
    1. Form: only print
    2. Email: only email
    3. Form and Email: both print and email
  6. Click Save icon or press CTRL+S to save the changes.

[BCB:162:Chat BusinessVision CA:ECB]

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