Email a Quote, Order, Receipt, or Invoice

Before you can perform this task

To email an invoice to a customer:

1. In the transaction window, on the File menu, choose Email.
2. (Optional). If you use Sage Billing Boss, select Sage Billing Boss as the email carrier.
3. If the contents of the Email Information window are correct, click Send.

To email a quote, order, or receipt to a customer :

1. In the transaction window, on the File menu, choose Email.
2. If the contents of the Email Information window are correct, click Send.

To email a quote, order, receipt, or invoice to a vendor :

1. In the transaction window, on the File menu, choose Email.
2. If the contents of the Email Information window are correct, click Send.

What do you want to do?

Print a quote, order, receipt, or invoice

Find the keyboard shortcut to email a quote, order, receipt, or invoice

Set up customer email and print preferences for invoices, receipts, and statements