Is it possible to resend a sent quotation, sales invoice or reminder by e-mail?

Modified on Tue, 4 Jun at 9:27 AM

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.


Resend quotation by email

A sent outstanding quotation can be resent via email by clicking on the arrow behind the More actions button and then selecting the Resend quotation menu option.



The following screen is opened:



A different recipient email address can be entered here. This will not change the email address recorded in Yuki for the contact (recipient).


Change the email address and then click on the Resend button.


ATTENTION!

The original quotation will be sent by email again.


Resend sales invoice or reminder by email

A sent sales invoice or reminder can be resent by email by clicking on the Resend email button. 



The following screen is opened:



A different recipient email address can be entered here. This will not change the email address recorded in Yuki for the contact (recipient).


Change the email address and then click on the Send email button.


ATTENTION!

The original sales invoice or reminder will be sent by email again.


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