Advanced Enterprise Technologies, Inc.
Table of Contents

Include Invoices or Reports as Attachments

 

  1. Once you have selected recipients for your email and scheduled a date, click the Attachments tab within E-mail Builder.
  2. Click Attach Quadra Report.
  3. On the Attach Quadra Report page, fill in the fields:
    • Select a Report Format.
    • Under Report, select the appropriate invoice report
  4. Click Attach Quadra Report.
  5. You will see your report selected as an attachment for your email. Click Complete & Schedule if you are ready to send the email.

 

As long as an email has a status of DRAFT or SCHEDULED, the report selection can be edited. Read more about editing a report.