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Emailing Invoice

Due to a Microsoft update, the email document button no longer works. This button has been removed in a background update. Moving forward, invoices need to be printed to PDF. 

We will review this functionality for future updates as we understand the email functionality is important.

  1. Open the invoice and click on Print as per the below screenshot. 
    mceclip0.png

  2. Select the printer as "Microsoft Print to PDF". This will allow you to save the invoice to your computer.
    mceclip1.png

  3. Open the save location through File Explorer and right-click on the invoice and click Send to Mail Recipient.

 

If you do not see Print to PDF as an option:

In some situations, the 'Print to PDF' feature may not be visible. Double-check the printer list to see if you have scrolled past it. Once you are certain it's not there, please read the following instructions:

  1. Click the Windows button to open the "Start" menu and type ''Turn Windows features on or off.''mceclip0.png
  2. Double click the option that appears as per the above image.
  3. Make sure to tick the feature of "Microsoft Print to PDF".mceclip2.png
  4. Click OK & restart your computerprint as pdf on windows 10

 

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