1. Open the transaction you wish to email to the customer.
2. At the top of the transaction is an email button, which generates a PDF attachment on an email in your Sage 50 compatible MAPI email client.
3. At the top of the transaction will also be a print button that will print the one transaction pulled up.

Note: Printing and Emailing will automatically assign reference numbers to the transactions in sequence.

Method 2 - Batch email forms

Section 1: Set customer to receive email

Set the customers to receive email. Follow these steps:

1. Select Maintain, then Customers/Prospects.
2. Select the Customer ID.
3. Select the Sales Info tab.
4. Under Form Options set the Batch delivery method to Email.
5. Select Save.
6. Repeat this process for all customers that do not show information.

7. Verify that the customer information now shows when selecting the Email delivery method.

Section 2: Set print method

Then you will want to print in batch format. Follow these steps to print in batch format:

1. Select Reports & Forms, Forms, and select the type of form (Invoices and Packing Slips, Checks, or Credit Memos) you wish to print.
2. Select the desired form in the Forms list, then click Preview and Print.
3. Change the Delivery method to Print and Email.
4. Set the options as desired, then select Refresh List.
5. Uncheck any forms you do not wish to print or email.
6. Select Print/Email.
7. If you need to change which printer is used, do so; then select OK.
8. If the forms printed and/or e-mailed properly, select Yes to save the transactions. If forms do not print and email follow the next section.

Section 3: Email Options

1. Select Reports & Forms, Forms, then select the type of form (Invoices and Packing Slips, Checks, or Credit Memos) you want to print.
2. Select the desired form in the Forms list, then select Preview and Print.
3. Change the Delivery method to Print and Email.
4. Set the options as desired, then select Refresh List.
5. Uncheck any forms you do not wish to print or email.
6. Select the Email Options tab.
7. Select Print a paper customer statement and send an email duplicate.
8. Select Print/Email.
9. If the forms printed and/or e-mailed properly, select Yes to save the transactions.