Attach Debtor Invoices to an Email Message

Use the Debtor Invoices submodule to attach selected debtor invoices to an email message.

To use Debtor Invoices in the Debtors submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To attach a debtor invoice to an email:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company that contains debtor invoices that you want to attach to an email message.
3. In the left pane of the Finance & Administration page, click Debtors > Debtor Invoices.
4. 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 .
   Note: This action is available on all tabs of the Debtor Invoices submodule except on the Jobs Ready for Invoicing tab.
5. In the confirmation dialog box, click Yes to set the print status of the selected invoice(s) to OK.
6. Use the Email Drafts dialog box to edit, send, or delete the email message.