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Installation Company ERP / CRM

Knowledgebase

How To Send a Purchase Order via Email Link

  1. Firstly find the Contract the Purchase Order is associated to.
  2. Click the ‘Purchase Orders’ tab.
  3. Press the email icon on the right-hand side.
  4. Choose Template or Compose Email.
  5. Click ‘Send Email’.
  6. Wait till processing finishes, once complete the invoice has been sent and a log has been automatically saved in the notes section.

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