CC-Assist: Email Invoices (New Dues or current selected invoice)
Creation date: 4/2/2026 3:39 PM
Updated: 4/2/2026 3:41 PM
- Must be on a screen with an invoice (You can always go to Accounts Receivable, then A/R Invoices for a quick invoice screen)
- Click the top Output menu drop down and then Invoice Forms: Email with MS Outlook....
- The "Old" Outlook profile menu will blink in the bottom Windows taskbar.
- Click OK
- Make sure your invoice style is Sheet, 8-1/2" x 11", Stationery:
- Sheet, 8-1/2" x 11", Stationery (Invoice View, each Invoice is one sheet, This is if you want to print out a page and send the invoice on to the customer)
- Filter down your invoices
- For new dues that we just generated
- Make sure to select "By number of days since invoice date" enter in 1 so that only invoices from the last 24 hours are in the net
- By having an amount due
- By having an email address
- Click OK
- Emails will be sent to the old outlook with this screen showing progress:
IF YOU WANT TO PREVIEW WHAT YOU ARE SENDING:
- Just click Invoice Forms.... right above the Invoice Forms: Email with MS Outlook....
IF YOU WANT TO ONLY EMAIL THE ONE INVOICE YOU CURRENTLY HAVE OPEN:
- Output: Invoice Forms: Email with MS Outlook...
- Click the "Old Outlook" Ok on the profile pop up
- Then just check the box and remove the "By number of days since invoice date"
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