Sending a Document

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To send or re-send a document to the buying organisation when in the Documents Document Summary or Document View/Edit Page:

 

Do-it Click DocumentSend

 

If this is the first time the document has been sent (the status will be invoice_summary_sent_status) you will be greeted with a page similar to this:

 

invoice_summary_send_confirmation_screen

 

Do-it Click DocumentSend to confirm the sending of the document or

 

Do-it Click back to abandon the send and go back to the previous page.

 

Note: If you check the "In future, skip this confirmation stage for sending ..." box, you will no longer be presented with this page in which you confirm your request to send a document.

 

Re-sending a document

 

It is possible to send a sent document again.  You should do this only when the buying organisation requests it.

If you have previously sent a document the confirmation page will appear as below:

 

invoice_summary_send_confirmation_screen

 

Do-it Click DocumentSend to confirm the re-sending of the document or

 

Do-it Click back to abandon the re-send and go back to the previous page.