Forum - Email invoices

Email invoices

Jacques

2017-01-30

Good day

How do I email an invoice to a customer dirext from the software? I see only a print option

This answer was correct

Created byEdwin09:03 30 Jan 2017

Hello Jacques,

In order to be able to send an invoice as an email you need to subscribe to the Send Email function from the marketplace. This will allow you to send an invoice or statement attached as a PDF directly from any record in the system.

Kind regards,

Edwin
HansaWorld Support

This answer was useful

Created byEdwin10:01 31 Jan 2017

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This answer was correct

Edwin

2017-01-30

Hello Jacques,

In order to be able to send an invoice as an email you need to subscribe to the Send Email function from the marketplace. This will allow you to send an invoice or statement attached as a PDF directly from any record in the system.

Kind regards,

Edwin
HansaWorld Support

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Jacques

2017-01-30

Thanks for the advice. Now I have another problem. How do I actually send the mail? Can I save the invoice as an attachment and send it from my mail app in Mac?

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This answer was useful

Edwin

2017-01-31

Created byJacques20:43 30 Jan 2017

Thanks for the advice. Now I have another problem. How do I actually send the mail? Can I save the invoice as an attachment and send it from my mail app in Mac?

When you have subscribed to the function you will get an additional module in the program called Email. If you go into that you will find settings for the SMTP server want to use. Fill those in and then you can send emails from your mailbox. To create an email from an invoice you open up the invoice and then press Create -> New Email. A new email will then appear with the invoice attached to it. You can send it by checking Sent and then pressing Save. If you just want to save the PDF to your computer without sending it you can press the paperclip icon in the right hand corner of the email to open up the Document Manager. Then you select the PDF and press the operations menu (cogwheel icon) and click Download File. After that you can send the PDF file from your own mail application.

Regards,

Edwin
HansaWorld Support

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Jacques

2017-02-01

Created byEdwin10:01 31 Jan 2017

When you have subscribed to the function you will get an additional module in the program called Email. If you go into that you will find settings for the SMTP server want to use. Fill those in and then you can send emails from your mailbox. To create an

Thank you Edwin

Now when My logo is on the Invoice, It appears in the middle of the page. I don't know how to drag the image to the left top of the page

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Edwin

2017-02-02

Created byJacques01:23 1 Feb 2017

Thank you Edwin Now when My logo is on the Invoice, It appears in the middle of the page. I don't know how to drag the image to the left top of the page

Please watch this video tutorial on how to create a new form template:
https://www.youtube.com/watch?time_continue=353&v=wEaxtS9A7sA

Approximately 5:45 seconds into the video it is demonstrated how to add a picture to a form. If you later want to move the picture you need to press and hold the mouse on the original picture square you created and then drag it.

Regards,

Edwin

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