Sage 100 - How To Email An Order or Invoice

There are several methods that can be used for e-mailing sales orders or invoices from Sage 100 to a customer.

Methods include:

• Using a Scanner
• Using Acrobat Writer
• Purchasing Third Party Enhancement
• E-mail from Print Preview

Today we will be discussing how to e-mail from Print Preview.

Steps to e-mail the Sales Order or Invoice:

1. Launch or start Sage 100.
2. Open the Sales Order or Invoice.
3. Select the ‘Quick Print’ button.
4. Select the ‘Preview’ button.
5. The sales order or invoice will be displayed on your screen.
6. Select the ‘Export’ function (the envelope button at the top of the screen).
7. Select the PDF option for the format, and MAPI option for the destination.
8. Select Page Range ‘All’ at Export Options panel.
9. In the Send Mail panel, type the E-mail address, Subject and Message.
10. Send the E-mail with the attached sales order or invoice.
11. Close Print Preview window, and returning to the sales order or invoice.
12. Preview form or Crystal report you want to send and click Envelope at top of screen.
13. Select Attach to Email.
14. Choose between your computer’s “Default Email Application” or “Use Web Mail”
15. Click Continue
16. Input To, Subject and Message.  Then click the Send button.