The Email Distribution setup is essential when sending reports via Invoice screen | Email Invoice button and Batch Printing screen. Only the contacts with complete email distribution setup can receive emailed reports.

Make sure the SMTP Email Settings is properly configured.

 

Here are the steps on setting up the email distribution.

  1. Open the Customer record from menu, Sales | Customers.
  2. Navigate to Contacts tab.
  3. Open the Entity Contact record that you want to setup the Email Distribution.
  4. On Entity Contact screen, provide the following details.
    1. Enter a valid Email (username). This is the email address where the reports will be sent.
    2. Click the Email Distribution combo box button and select the report/s that this contact will receive. Note that this field allows multiple selection.
    3. Save the changes. This contact is now ready to receive reports via email.
    Here is a sample setup.

 

Here are the steps on setting up the email distribution.

  1. Open the Customer record from menu, Sales | Customers.
  2. Navigate to Contacts tab.
  3. Open the Entity Contact record that you want to setup the Email Distribution.
  4. On Entity Contact screen, provide the following details.
    1. Enter a valid Email (username). This is the email address where the reports will be sent.
    2. Click the Email Distribution combo box button and select the report/s that this contact will receive. Note that this field allows multiple selection.
    3. Save the changes. This contact is now ready to receive reports via email.
    Here is a sample setup.

The Email Distribution setup is essential when sending reports via Invoice screen | Email Invoice button. Only the contacts with complete email distribution setup can receive emailed reports.

 

Here are the steps on setting up the email distribution.

  1. Open the Customer record from menu, Sales | Customers.
  2. Navigate to Contacts tab.
  3. Open the Entity Contact record that you want to setup the Email Distribution.
  4. On Entity Contact screen, provide the following details.
    1. Enter a valid Email (username). This is the email address where the reports will be sent.
    2. Check the Receive Sales Email check box button.
    3. Click the Email Distribution combo box button and select the report/s that this contact will receive. Note that this field allows multiple selection.
    4. Save the changes. This contact is now ready to receive reports via email.
    Here is a sample setup.

 

 

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