Send a return authorization by email

Send a return authorization to a customer by email with its PDF attached. Open Menu, and then select Sales > Returns.

Before you begin

The return needs an email recipient, or you must enter one in the email drawer.

To send a return authorization by email

  1. Open Menu, and then select Sales > Returns.
  2. Select the RA number to open the return authorization.
  3. Select More actions > Send by email.
  4. Review the recipients, subject, note, copy option, and PDF attachment.
  5. Preview the email when needed, and then select Send.

QuickStart closes the drawer and sends the email in the background. A notification confirms whether the email was sent. After a successful send, QuickStart records it with the return authorization.