In response to your 2nd question, there are several setups you need to have in place before you can email invoices. Once they are in place, you can email both unposted and posted invoices, though unposted is the preferred method. You can email them one at a time or multiple transactions at once. Preparing to email involves being sure your emailing setups and your Word templates are ready to go.
For the emailing setups, start with the E-Mail Settings and E-Mail Message Setup screens under Administration > Setup > Company. In these screens, you determine which documents you want to enable emailing, create your standard email message and assign your message ID to the right document type.
Next, you need to be sure your customers are setup for emailing. In the customer card, click on the Email button to assign which documents you can email to each customer. There is a way to do this step en masse. You also need to be sure the customer's email address is added to their Customer Maintenance screen (The globe button on the Address ID line for their Bill To Address).
With the emailing setup in place, when you select the customer in the Sales Transaction Entry screen you will see the email buttons become active. If you click on the email button on the Customer ID line, you can see the customer's email address and your standard emailing message. You can edit the email message for the invoice is you need to. Click on the email button on the ribbon to send the invoice. Use your Sales Batches screen or your Navigation Lists to email multiple transactions at one time.
With all this, emailing will not work out if you don't have your Word templates activated and looking right. Many people use the standard GP invoice Word templates, some simply add their logos and some need lots of customization. That is a whole other task and I would recommend you contact your GP Partner to guide you with the e-Mailing setup and making sure your Word template is right for your company.
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