How to Quick Send an Accounts Receivable (AR) Invoice in Dynamics SL

This tutorial throws light on how to use Quick Send to email Accounts Receivable invoices in Microsoft Dynamics SL, formerly known as Solomon financial software. However, before you can Quick Send invoices, be aware that it is necessary to have Application Server set up and running somewhere on your network.

This video is composed of the following parts:

• Quick Send setup
• Customer setup
• Sending Accounts Receivable invoices
• Verification
• Recap

You can bring up the Quick Send Setup screen from the Setup section of the Shared Information module. It is here where you configure the defaults for the various documents that can be sent via Quick Send.