Email Sales Documents

This functionality enables the ability to Email Sales Documents. This covers documents such as Sales Invoices, Sales Orders, Sales Credit Notes, Customer Delivery Notes, Proforma Customer Invoices, Customer Quotes and Recurring Customer Invoices.

Email Customer Statements is also highly recommended for a user who has only the Essential Bundle.

All of this functionality is a definite requirement to unlock the full potential of the Communications switch.

These emails are then captured as communications that can be assigned a follow-up date and optionally assigned to an employee.

Additionally Communications allows you to use an SMPT server for email rather than an email client such as ™MS Outlook.