Attach Invoices that are Approved and Ready to be Finalized to an Email Message

Use Invoices Approved and Ready to be Finalized in the Follow-Up submodule in the Tasks module to attach invoices that are approved and ready to be finalized to an email message.

To use Invoices Approved and Ready to be Finalized, you must have access to Tasks as defined in User Access Rights under Settings.

To attach an invoice that is approved and ready to be finalized to an email message:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks page, click Follow-Up > Invoices Approved and Ready to be Finalized.
3. Select the Choose check box of the invoice or invoices that you want to attach to an email message and click Attach Invoices to Email .
4. In the confirmation dialog box, click Yes to set the print status of the selected invoice to OK.
5. To edit, send, or delete the email message, use the Email Drafts dialog box.