Q: How do I email a receipt or invoice to my clients directly out of moneyworks? And how to I link my e-mail that is already set up in apple mail to moneyworks?
There’s really no “link” required. To send an email directly out of MoneyWorks … for instance an invoice …. after entering the invoice details, click on the Printer icon (bottom right corner of the transaction entry screen) then click on OK.
In the Print Sales Invoices screen, select the form template you are using from the “Use Form” popup menu. Once you have selected the form template, to email you simply set the “Output” popup menu to Email:
When you click on Send, your email client will open (Mail on a Mac or Outlook on a PC) and the document (Invoice, etc) will be attached.
For more information about MoneyWorks Support in Canada, in the USA, or in the UK contact www.moneyworkssupport.wordpress.com