Emailing Documents with Attachments
Emailing Documents with Attachments
Currently, there is no way to attach files directly through the default document emailing screen (the "Email" button) in CustomBooks™. As a workaround, you can send the email from the Print Preview screen, which does allow you to attach multiple files. However, an email sent from the Print Preview screen does not include the document details in the email body, unlike the default emailing screen.
Email Body: Default vs. Print Preview
Below are the key differences between the email bodies generated by the two methods.
Default Email Document (using the "Email" button)
Includes document details: The email body automatically shows key information such as:
- Company logo and information
- "Bill to" and "Ship to" addresses
- Due date and balance
- A "Make Payment" button
Print Preview Email Document (using the "Print" button)
- Simple and plain: The email body is a simple message with no document details.
- Attachments only: The email only includes the file attachments you have added.
How to Email Documents with Attachments
Follow these steps to email a document with attachments:
- Open the document you want to send (e.g., Sales Invoice, Bill, Cash Receipt, etc.).
- Click Print and then select the template you want to use.
- From the Print Preview screen, click the Send button.
- Choose the document format and click Continue.
- This will open a different Email Document window where you can:
- Add multiple recipients.
- Attach multiple files from your computer.
- Select the "From" email address.
- Customize the subject line.
- Add a message to the email body.
- Click the Send button in the lower-right corner to send the email.
Related Articles
Emailing Documents from the Companies module
Emailing Documents It costs a business about $7.10 per to process a paper check. Consider the cost of paper, ink, postage and time spent in completing this manual task. With our Companies module, these tasks may be done electronically with a huge ...Account Storage and File Attachments
Overview The file attachment feature in CustomBooks™ allows users to upload and store files in CustomBooks™ and associate them to a document or item. Any file type can be uploaded – store an item’s specification sheet, a receipt for a purchase, or a ...How to attach external documents when emailing Sales Orders, Sales Invoices, etc
When emailing a Sales invoice or other CustomBooks™ document, it is possible to attach external documents to the email. Attaching external documents In the document, click Print (instead of email). The print preview screen appears. Click the Send ...How to Add a Personalized Message to an Email
When sending documents like sales invoices, sales orders, puchase orders, etc;, adding a personalized message can strengthen client/vendor relationships and ensure your communication feels professional and attentive. Here's how you can add a ...Exporting Companies' Email Addresses in CustomBooks™
Need to export your customers' and vendors' email addresses? CustomBooks™ makes it easy with the Universal Report feature. Follow the steps below to generate and export a report containing your customers' email addresses and other relevant ...