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Removing the email option from balanced invoices

This knowledge base article will guide you through the steps to remove the Email option for a Sales Invoices in a balanced status and how to add the option for Sales Invoices that are released.

  1. The first step is to remove the ability to email out a sales invoice that is on the status balanced, this is performed through automation steps in menu path [System \ Automation \ Manage \ Automation Steps] and select the correct screen ID and step ID as shown below.

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  2. On the Actions tab you need to select the Action for Email Invoice as shown above and use the X to delete the Action from the screen and save your changes so the automation steps looks like this.

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  3. The next step is to move to the Step ID Released and you will notice their is not line for Action Email Invoice. This needs to be added using the + button.

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  4. Once the action Email invoice has been added and saved you need to select the line and press the option Fill With Values and populate the screen as follows.

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    When you have a sales invoice in the status Balanced you will notice that the option Email invoice has been removed from the Actions Drop Down List

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    Once the sales invoice has been released you will see the option Email Invoice within the Actions Drop Down List.

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