How to E-Mail Documents Upon Creation in SAP Business One

First, you need to define whether to send e-mails by Outlook or SAP Business One Mailer. From SAP Business One Main Menu choose: Administration > System Initialization > General Settings  and select the preferred default method for sending e-mails.

In our example, we choose to use Outlook:

Define which documents should be e-mailed upon creation. For example, if you want A/R Invoices to me sent by e-mail once added, choose: Administration > System Initialization > Document Settings > Per Document tab > A/R Invoice. Under the section “When Adding Document:”, select the “E-Mail Document” checkbox.

In the E-Mail Subject and E-Mail Body sections you can enter a text that will be populated automatically in the e-mail when the document is sent.

After adding the document,  an A/R Invoice in our example, an e-mail message opens with the A/R Invoice attached

and the pre-configured subject and body text.

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