Explanation: Templates can be set up for the emails that accompany the order and invoice forms. Default email addresses for the “To:” and “CC:” fields can be set up that populate in addition to the customer or vendor contact email information.
Information such as order number, invoice number, and customer PO number can be inserted into the subject line or body of the email template. This information will populate with the correct information at the time the form is attached to be emailed.
Within the body of the email, you can also insert a field for your company’s contact information such as name, address, phone, fax, and Email. Under Document Defaults, select Email.
Information such as order number, invoice number, and customer PO number can be inserted into the subject line or body of the email template. This information will populate with the correct information at the time the form is attached to be emailed.
Within the body of the email, you can also insert a field for your company’s contact information such as name, address, phone, fax, and Email. Under Document Defaults, select Email.