To Send Invoices and Memos by Email

You can email invoices and memos by using one of the following forms:

  • To email multiple invoices, memos, and other Accounts Receivable documents at a time, use the Print Invoices and Memos (AR508000) form, as described in the To Send Multiple Invoices and Memo section later in this topic.
  • To email one invoice or memo, use the Invoices and Memos (AR301000) form. Open the invoice or memo on the form; on the Actions menu of the form toolbar, select the Email Invoice/Memo action.
Note: You can search for a form by its name or its form ID. For more information about search capabilities, see Search.

Before You Proceed

Before you can email invoices and memos to customers, the respective mailing has to be configured in the system. You can use the To Set Up a Dunning Letter Mailing as an example of configuring a mailing.

To Send Multiple Invoices and Memos

  1. Open the Print Invoices and Memos (AR508000) form.
  2. In the Action box on the Selection area, select Email.
  3. If needed, for invoices associated with contract servicing, select the user or the workgroup (in the Assigned To or Workgroup box) to whom the documents are assigned.
  4. Do one of the following:
    • To send all listed invoices, click Process All.
    • To send the selected invoices, select the unlabeled check boxes for the documents you intend to email, and click Process.

    If the emails containing documents were generated successfully, the system marks them with green check marks.