Email documents

If you want to send your invoices, quotes or orders by email directly from Briox, you must enter a sender name and a reply-to e-mail for your email as well as create a standard email message with a subject.

• The sender name appears in the recipients e-mail inbox.
  
  
  
• The email address you enter will be used when the recipient replies to your e-mail.
• The Briox domain (noreply@briox.fi) is automatically used as the Sender adress.
• Your invoice, quote or order will be sent as an attachment to this standard email.

Workflow:

1. Go to Settings - Invoicing / Sales Order / Purchase Order - Email documents
   
   
   
   
2. Enter a Sender name, Reply-to e-mail and a Subject. Type in your standard email message under Description.
   
   
3. Depending on what modules you have access to, fill in information for all the sections as well; Quote/Sales Order, Invoice/Reminder and Purchase Order. Remember to Save when you are done.

Note: 

Ensuring that outgoing emails do not land in spam folders is crucial for effective communication. Using a reputable software domain as e-mail Sender, in this case the Briox domain, is following best practices for email deliverability. This helps build and maintain a positive sender reputation, reducing the chances of outgoing emails being marked as spam.

Tip!
If you want the quote/order/invoice number to be in the subject row, type the code {no} there. See below.

Click here to see the full list of variables that can be used in email documents.

When you then decide to send your invoice, quote, order or PO by email, select Email as an action and then click Send, in the action bar at the bottom of your screen.

A window opens, with a preview of the email message you have created above. Click on OK to confirm and dispatch the email.