Send Email in SAP Business One

May 22, 2016 1:42:43 PM

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!


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