> Reports and documents / Sending reports and documents via email. / Example: Set up project invoices to send via email

Set up project invoices to send via email

Set up your invoice layout in Report Designer

Open: Report Designer > Report Designer.

  1. Select your project invoice layout: 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.

      For the INVInvoice (Single) layout, select the group that contains INVInvoiceCredits.INVInvoiceCreditID.

    2. Click To....,and add the required recipients. To send your project invoices to the preferred contact for each customer, 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.

    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 to use the new project invoice layout.

  2. Set up a new role or use an existing one.

  3. Associate this role with Billing Invoice document type.

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

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