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2018/04/24

How to send business documents to customers by email with Simple ERP?

To send a commercial document (estimate, order form, invoice,...) by email, follow the
procedure below. In our example, we will create and send an invoice.


1) In the Simple ERP module, create an invoice, and generate the PDF of the invoice.


2) Once the PDF is generated, the file appears in the Invoice interaction documents.
Click on the file name to download the invoice.

3) In the interaction, move your mouse over the icon next to the name of the linked
contact. A pop-up window opens, click on the envelope to create an email to the contact.


4) A blank email appears to the linked contact.
Attach the PDF file to the email and send it.

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