How to Use Quick Send to Email a Project Invoice within Dynamics SL

This tutorial displays how to use Quick Send to email project invoices in Microsoft Dynamics SL, formerly known as Solomon financial software. In order to Quick Send invoices, you will need to have Application Server up and running somewhere on your network.

This video is divided into the following parts:

• Quick Send setup
• Customer setup
• Sending project invoices
• Verification
• Recap

You can open up the Quick Send Setup screen in the Setup section from the Shared Information module. This screen is used to configure the defaults for the varying documents that can be sent with Quick Send.