The email function has been enhanced in SAP Business One with more options, such as sending documents like invoices to customers and other business partners.

Go to Administration > System Initialization > Print Preferences, and select “Per Document” tab. Here you may choose to send an email document when adding document, and insert an email subject and body as well. Then the document will be attached as a PDF file to the recipients.


When you want to send a file, you may go to File > Send or click “SAP Business One Mailer” icon. Also, for our example, after you click under “when Adding Document”, the system will automatically prompt you when you generate and add an A/P Invoice.


Here you may add recipient, edit text, and so on. Finally, click “Send” and all done!

by MTC Systems on May 22, 2016 1:42:43 PM

Leave a comment

Related posts

No Restriction When Setting Revenue Accounts in SAP

SAP Business One is designed to fit all types of businesses. For example, usually we set the revenue accounts of a business as...

MTC Systems
By MTC Systems - November 14, 2017
Tips When Reading Forms in SAP Business One

It can be inconvenient when you company receives a document with a long list of items. Finding a specific item can also be...

MTC Systems
By MTC Systems - November 10, 2017
Tracking the Inventory Counting in SAP Business One

Inventory is an important direction of most of the manufactural companies. Inventory counting and tracking can be helpful in...

MTC Systems
By MTC Systems - February 2, 2017