Invoices linked to an order can be viewed, printed, and emailed directly through the right-mouse click option of View/Email Invoices. 

 

Figure 44:AR Detail right-mouse click options

 

Users can access the View/Email Invoices option by clicking the right-mouse on any record displaying in data grids in the contacts in Customer Information section and the AR Detail tab.

 

When selecting the View/Email Invoice for a contact with an email address, the email of the selected contact will automatically be added as a recipient in generated emails.

 

Figure 45: Selecting View/Email Invoice from the customer contact grid

 

All invoices attached to any order for the customer will be included in the view.

 

The View/Email Invoices option will evoke the Report Viewer which contains several output options including saving all selected invoices to a physical file (), printing all selected invoices (), and emailing all selected invoices ().    

 

 

Figure 46: Report Viewer with two selected invoices

 

When the email option () is selected from within the Report Viewer, a new mail message will appear using the application server default mail service.  The message will contain a subject of “See Attached” and list the names of selected and attached documents within the body of the message.

 

Figure 47: Sample new mail message with attached invoices

 

 

Reference the Report Viewer topic for more information on the viewer and its options.