Emailing Customer Invoices & Vendor PO’s from Acumatica

I help many customers set up email functionality in Acumatica so they can email invoices to customers and PO’s to vendors.  There are 3 basic parts:

1. Properly configure email functionality in Acumatica
2. Set customer properties to receive emails
3. Set vendor properties to receive emails

Click on each step to view/download the PDF instructions.  If you have further questions, or need assistance, email our team of Acumatica experts at Support@Crestwood.com