E-mail a purchase invoice

You can e-mail an invoice by saving the invoice as a PDF document in Profit and sending it as an attachment to the e-mail. Profit sends the e-mail to the contact person you have set up for invoices in the properties of the purchase contact in question.

To e-mail an order:

  1. Go to: Order Management / Purchase process / Invoice.
  2. Select the invoice that you want to e-mail.
  3. Click on the action: E-mail.

    The selected order is mailed to the e-mail address of the contact person set up for the invoice in the purchase contact properties.

    Profit indicates where the e-mail has been sent.

  4. Click on: OK. 

    Note: 

    Profit sends the e-mail to the Work e-mail address that you record for the contact for the invoice. If the contact does not have a Work e-mail address or no contact at all is selected, Profit uses the Work e-mail address of the organisation/person in question. If there is also no Work e-mail address for the organisation/person, Profit reports that no valid e-mail address could be found.

Directly to

  1. Purchase invoice
  2. Configuration
  3. Generate a purchase invoice
  4. View a purchase invoice
  5. Print a purchase invoice
  6. E-mail a purchase invoice
  7. Purchase invoice output wizard
  8. Journalise a purchase invoice