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Set up SOP invoices to send via email

Set up your invoice layout in Report Designer

Open: Report Designer > Report Designer.

  1. Select the SOP Invoice layout that you want to use: File Explorer > Layouts

  2. From the Properties Pane, select Email options and click .
  3. Enter your email options:

    1. From the Email message should contain drop-down list, choose the group that matches the header section of the invoice layout.

      In this example, for the SOP Invoice (Single ) layout, select Group 7 - SOPInvoiceCredits.SOPInvoiceCreditID.

    2. To send your SOP invoices to the contact for each customer, click To...., and add the SL Customer Accounts > ContactEmailAddress expression.

    3. If required, click CC... to enter the recipients for a copy of the email.

      These can be entered as text or as an expression.

    4. Enter a Subject for the email.

      This can be entered as text or you can use an expression to include information such as your company name and the invoice number.

    5. Choose whether to send the invoices as plain text or as an attachment.

    6. Choose whether to send the invoices via email straight away or to your outbox for checking before sending to email recipients.
    7. Choose your email account provider.

      Microsoft Outlook Select this if you are using Microsoft Outlook 2003, 2007 or 2010.

      Select this if you send email using an SMTP provider such as Hotmail, Gmail or Yahoo Mail.


      MAPI Select this if your email application uses a MAPI (Outlook / Exchange) mail server.

      Note: You can set up a default email provider for all reports in Report Designer > Tools > Options | Email Setup.

  4. To save the new invoice layout, select File > Save As.

    Note: When you change a default layout, letter or report, you must save the new layout, letter or report in the custom or company folder.

Set up your customer accounts and document layouts

  1. Choose the role that your want to send your invoices to. You can use an existing role or set up a new customer role.

  2. Associate this role with Sales Invoice document type.

  3. Set up a Preferred Contact for the role with a valid email address for each customer account that you want to send the invoices to.

  4. Add the new invoice layout to the SOP module.

  5. If required, associate this invoice layout with the relevant customer accounts.

    This means that this invoice layout is automatically used when printing invoices for this customer. If required, you can specify the invoice layout that you want to use when you print your invoices.

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