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Microsoft Dynamics RMS (Archived)

How can I email invoices and statements created in RMS to my customers?

Posted on by 35

We have RMS in our chain of stores. Many of our customers would have credit accounts so invoices are sent with the goods we supply to them. However we are often asked for copies of invoices/statements to be emailed.

Does anyone know if this is possible with RMS?

All our stores have Microsoft Outlook. Does this integrate with RMS?

Any help would be much appreciated.

Thanks

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  • Ryan Sakry Profile Picture
    Ryan Sakry 3,425 on at
    Re: How can I email invoices and statements created in RMS to my customers?

    Nik,

    We have a tool called Retail Emailer that can prompt a cashier to email a transaction receipt.  I believe it can do the same thing when printing customer account statements.  Please drop me an email if you are interested in learning more.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: How can I email invoices and statements created in RMS to my customers?

    Anything you can print can be captured to a pdf with adobe, cutepdf, completepdf etc, then emailed.  For an invoice, you could try purchaseorder, inventory transfer, layaway, or just some report you mock up, or whatever you are currently sending with the merchandise.

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