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Microsoft Dynamics GP (Archived)

Sending off Emails from the Invoice Entry Screen.

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Posted on by 140

Hi Folks,

I'm trying to figure out something and just need some confirmations.

I'm trying to send emails for invoices to my clients using the Invoice Entry form (not the Receivables Entry).

When I enter the item through Receivables Entry I am able to email them but not from here.

So my question is , is it possible to send from this screen?

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  • Suggested answer
    Heather Roggeveen Profile Picture
    9,146 on at

    Hi

    I am running 2015 and the option to email from Invoice Entry is not one of the setup options against the Customer.  So I would suggest that that means it is not available.

    Not sure if this is an old installation or new, but I would use Sales Order Processing invoices instead.  That you can definitely email from.

    Cheers

    Heather

  • Verified answer
    Victoria Yudin Profile Picture
    22,769 on at

    Hi Richard,

    Very few companies use the Invoicing module, as Sales Order Processing has everything Invoicing has and more, so my understanding is that no new development effort will be put into Invoicing and newer features, like emailing, will not be available for it.

    I would second Heather's suggestion to use Sales Order Processing instead, if possible.

  • Richard Ottley Profile Picture
    140 on at

    Thanks Victoria and Heather, we've adjusted the processes to use the SOP invoices.

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