1. In the relevant module, for example Invoices and credits, select an invoice then click Email.
   
   The first time you click this option you must select the layout that you want to use when emailing that type of document, then click OK.
   
   
2. A message appears to advise you that your document was successfully output to email, click OK.

Change the default layout

1. On the menu bar, click Settings, then click Invoice & Order Defaults.
2. Click the Email tab.
3. To the right of the required document type, click Browse.
4. Select the layout that you want to use when emailing, then click OK.

TIP: You can customise the email layout by editing it with Report Designer.  Find out how >