You can associate your documents with customer and supplier roles. When a document is printed, the document is sent to the contact associated with each role.
If you want to email documents to customer or supplier contacts, the document is sent to the email address of the preferred contact for the role specified here.
Open: Accounting System Manager > Settings > Customer and Supplier Document Types.
Select the required role from the Associated Role drop-down list for each document.
Steps in this task
Customer and supplier document types
Other tasks
Sending reports and documents via email
Manage invoice and credit note layouts
Overview