HOW TO SEND INVOICES VIA EMAIL?

DESCRIPTION: This knowledge base document provides a guide on how to configure and set up sending Invoices through Email.

1.  Configure the Email set-up in Email Setting.
Navigate to SYSTEM MANAGER > COMPANY > Email Setting > Allow Send Email at Transaction 

2.  Configure Customer Maintenance.

Navigate to SALES > CUSTOMER MANAGEMENT > CUSTOMER MAINTENANCE 

Email - This is where the corresponding emails of the customer are encoded. If multiple emails needs to add just encode a comma “,” after each email.

      Auto Send Email - If this is tick then the SOA will be automatically send every end of the month.

3.  Invoices Configuration Module 

Navigate to SALES > SALES OPERATIONS > CREDIT INVOICE > Click some transaction > Click PREVIEW BUTTON  

1.     Dept Email: This refers to the list of contacts encoded in Customer Maintenance. This can be configured in Customer Maintenance > Department
2.      Default Email: This refers to sending an invoice via email to a recipient who is not listed in Customer Maintenance.  You may choose only to send the invoice either via Dept Email or Default Email by ticking the box beside the text field.
3.       Email Subject: You may enter your preferred Email Subject depending on the message you would like to convey.
4.       Message: You may also customized the email body when sending the invoice.

The invoice will then be sent as a PDF file to the email address encoded under either Dept Email or Default Email, depending on the option selected.

You can also send the invoice to multiple email addresses by entering them in the Default Email field, separated by commas.