Emailing invoices

After a recent update to the .Net version of CryWolf®, I noticed what I believe is a new option to send invoices and account histories by email while in the history of an account. Before noticing this option, my staff was opening the history, clicking on the invoice, saving it as a pdf file, and then attaching the file to an email. Now, a simple right click on the invoice number opens the options window where it is possible to send a pdf of the invoice directly to the email addresses on file in the account. Simply click on the option and slide over to the right to select an email address. As can be seen in the sample, the account holder's address appears on top and the responsible party's email address is below. It is also possible to send the item to an email address not on the account by choosing the "Other Email" option.

After clicking the selection, a "Quick Email window" opens and a subject line and message may be added to the email. It doesn't get any quicker or easier than that. We use this feature frequently when a local store fails to forward an invoice to the corporate accounts payable department or when a duplicate notice is needed for any reason.

I hope that this will be helpful to your staff as well. Feel free to share your ideas or how your unit uses this feature.

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