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Thank you for your post. I thought that is what I was doing. I have a folder with a saved email with a document attached to it. When I need to send an invoice, I open the email, then I open the attached document. I edit the document, click save, then close the document. I then enter the email address, click save and the send. I just wish I could automate the invoice numbering.
I am open to a new way if it is as simple. |
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