The primary location (Location 00001) created with the customer record will always stay with that record.There are a few things to remember about how email addresses are saved and called within the program: If the customer had an email address entered into their primary location (Location 00001), with an Email Task set to "All" or "Billing", then that email address will automatically appear in the To field.
#Letter to customers about emailing invoices pdf#
When the Send Email screen opens, the transaction you had open on the screen will automatically appear at the bottom as a PDF attachment.On the Activities toolbar, locate the Email button and click on it to open the Send Email screen.To send a Credit Memo, you'll open it in the Enter Credit Memo screen.To send a Quote, you'll open the Quote in the Enter Quotes screen.To send an Invoice, open the customer's Invoice in the Sales Invoicing screen.First, you'll need to open the transaction you wish to email to your customer.If you have not done this already, please see our article Setup Email in ESC.Įmailing a Single Invoice, Quote or Credit Memo Are you tired of stuffing envelopes? Are you tired of paying for paper and envelopes and stamps and ink? So why are you still printing and mailing invoices? With ESC, you can email invoices to your customers in seconds - and it won't cost a thing! You can also easily send them Quotes, Credits and Statements.īefore you can email anything out of ESC, you'll need to make sure your outgoing mail settings have been entered.
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