Common actions
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Last updated
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You can export the in two ways:
1. Open the you want to export.
2. Click Export
3. Select Send e-mail.
4. Specify the recipient.
Activate Update document e-mail address with specified address if you want to replace the credit note e-mail with the new e-mail.
You can specify the text to be displayed in e-mails. To do this, follow these steps:
1. Activate the option Specify e-mail text.
2. Enter your text in the field E-mail text.
You can save the specified text as a template and use templates to speed up your work with e-mail texts.
You can attach previously uploaded files or upload files directly when sending an e-mail.
To attach a file, follow these steps:
1. Activate the option Attach files.
2. Use the file uploader to upload new files or select previously uploaded files.
Please note that the total size of attachments cannot exceed 25 MB.
3. Select Export PDF.
5. Enter the remark.
You can save an outgoing invoice as a template.
3. Select Save as template.
4. Enter the template name.
This is the e-mail specified in the properties and is taken from the details.
5. Click Send
1. Open the you want to export.
2. Click Export
You can add an internal remark to the .
1. Open .
2. Select the you want to add the remark to.
3. Click Edit
4. Click Remark
6. Click Done
Once youʼve added the remark, it will be displayed in the and on the credit notes .
Open an .
2. Click More actions
5. Click Save
