This window is displayed after pressing the Send Email button.

This window has the following settings.

Message Template

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

Enter one or more semi-colon separated email addresses to appear in the "To" field.

CC

Enter one or more semi-colon separated email addresses to appear in the "CC" field.

BCC

Enter one or more semi-colon separated email addresses to appear in the "BCC" field.

From

Enter the email address for the sender of this email.

For example, info@organization.com.

Subject

Enter a subject for the email.

Body

Enter the body of the email.

Attach invoice to email

If selected, the invoice is attached to the email. (Default: Selected)

Hold invoice after sending email

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

Click this button to send the email to the specified recipients. You are returned to the document for further processing.

Cancel

Click to discard the email and return to the document for further processing.