The above video breaks down how to use Quick Send to email Accounts Receivable statements in Microsoft Dynamics SL, formerly known as Solomon financial software. You will need Application Server running somewhere on your network in order to Quick Send documents.
This tutorial is composed of the following parts:
- Quick Send setup
- Customer setup
- Sending Accounts Receivable statements
- Verification
- Recap
The Quick Send Setup screen can be popped open from the Setup section of the Shared Information module. This screen is used to configure defaults for the various types of documents that can be sent via Quick Send.
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