[AR] Emailing AR Invoices

Created by Crystal Millington, Modified on Mon, 29 Dec at 4:32 PM by Crystal Millington

  • Invoices cannot be emailed from the AR module—only from the JB, MS, and SM modules.

  • In the AR module, invoices must be saved as PDFs and emailed manually.

  • Only AR Customer Statements can be emailed directly from the AR module.

  • To request the ability to email AR invoices, submit a suggestion under the 'Suggestion Box' in any Vista menu (top-right).


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