If you want to send your invoices, quotes or orders by email directly from Briox, you must enter a sender name and sender address for your email as well as create a standard email message with a subject. The email address you enter will appear as the sender of the dispatched email. Your invoice, quote or order will be sent as an attachment to this standard email.
- Go to Settings - Invoicing / Sales Order / Purchase Order - Email documents
- Enter a Sender name, Sender e-mail and a Subject. Type in your standard email message under Description.
- 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.
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.
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