How to Use Peachtree to Email PDF Invoices
- 1). Select "Maintain" from the main menu and select "Customers."
- 2). Select a customer from the "Customer ID" list and, on the "General" tab, enter a valid email address in the field labeled "Email."
- 3). Click the "Sales Info" tab and locate the "Form Options" section.
- 4). Select "Email" for the batch delivery method.
- 5). Select "Reports & Forms" from the main menu and select "Forms."
- 6). Select "Invoices and Packing Slips."
- 7). Locate the forms section on the left side of the screen and select the invoice form you would like to email.
- 8). Click the "Preview and Print" button on the right side of the screen.
- 9). Select your desired criteria on the "Preview and Print tab," click the "Refresh List" button, and select the invoices you wish to email.
- 10
Select the "Email Options" tab, under the "Actions" section. Choose "both" to send an email and print a paper duplicate, if desired. Click "Print/Email." - 11
The email window will appear with the form attached. Change who the email is addressed to, the subject, or the message text if needed. Click "Send."
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