Send Email window
This window is displayed after pressing the Send Email button.
This window has the following settings.
- Message Template
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Select a pre-defined template from the list. If a template is selected, it pre-populates the other fields in the email form. If you do not select a template, add the necessary information to the other fields.
- To
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Enter one or more semi-colon separated email addresses to appear in the "To" field.
- CC
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Enter one or more semi-colon separated email addresses to appear in the "CC" field.
- BCC
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Enter one or more semi-colon separated email addresses to appear in the "BCC" field.
- From
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Enter the email address for the sender of this email.
For example, info@organization.com.
- Subject
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Enter a subject for the email.
- Body
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Enter the body of the email.
- Attach invoice to email
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If selected, the invoice is attached to the email. (Default: Selected)
- Hold invoice after sending email
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Select this setting to put an invoice on Hold once the email is sent. This removes the invoice from processing until the issue discussed in the email is resolved. (Default: Cleared)
If cleared, the document continues processing after the email is sent. For example, an invoice has a typing error in the address. This typing error does not cause issues with processing, so you send an email to let the customer know that they there is a minor mistake. There is no need to pause processing in this scenario.
The following buttons are available at the bottom of the page.
- Send Email
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Click this button to send the email to the specified recipients. You are returned to the document for further processing.
- Cancel
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Click to discard the email and return to the document for further processing.