System
Sent items
Every quotation, order acknowledgement, purchase order and tax invoice this system 'sends' is rendered here instead of posted out. Nothing leaves the platform, there is no mail key to configure, and you can read exactly what the customer would have received.
Why it works this way. A demo that depends on a mail service can fail on a call for reasons that have nothing to do with the software. So the document is generated, the record advances, the activity row is written — and the artefact lands here. When this goes live, this same page becomes the outbox and the mail provider is a one-line change.
Nothing sent yet
Send a quote from Quotes, accept one, push an invoice to Xero from Invoicing, or raise purchase orders from the requirements run — the documents will appear here.