Send E-Mail

Create

Clicking this button sends the selected document by e-mail entered in the E-mail Address field.

Sel. (selected)

If this checkbox is checked, the document will be exported.

HINT By default, all lines that have not yet been exported are selected.

WARNING If the document contains errors (see the field: Error), the document is not selected for export by default and cannot be selected for export before eliminating the error (see Document cannot be selected for export because it contains errors!

Document

This field is populated with the key of the document you are exporting.

Invoice date

This field is populated with the invoice date from the invoice you are exporting.

Customer

This field is populated with information about the customer of the invoice you are exporting.

Consignee

This field is populated with information about the consignee of the invoice you are exporting.

Value

This field is populated with the value of the invoice you are exporting.

Currency

The field is populated with the value of the currency of the invoice you are exporting.

Type

In this field, select the document type for which the encryption is prescribed by e-Slog.

HINT When exporting issued invoices, the field is automatically filled in with the type 380 - Invoice. You can export them using the wizards in issued invoices (see Import/export data - issue). If needed, you can change the type to 381, 383 or 386.   For exporting a preliminary invoice to a customer, the default value in the field is 325 - Preliminary invoice. You can export them using the wizard in sales orders (see Sales Orders - Import/Export Data).

Error

If errors appear while exporting a document, export will not be completed. The following error message appears: Document cannot be selected for export because it contains errors!

HINT Errors while exporting to file can be: 4871 International unit of measurement code not entered! 4870 Unit of measurement not entered! If you want to create an eDocument for a document after an eDocument had already been created, the program shows the following message: "e-Slog document has already been created, (but has not yet been transferred to documentation)". Despite this, you can still select the document and export it to e-Slog again.

E-mail Address

The e-mail address for sending the exported file.

HINT The e-mail address is filled in according to the selected type of e-mail address in the Settings for Sending via E-Mail section.

Full Name

The contact person's data entered into the linked document that is being exported are displayed, if there is any.

Date

This field is populated with the date of the XML file, if it has already been created.

Packing Slip Date

This field is populated with the date of the packing slip linked to the invoice that is being exported.

VAT Date

This field is populated with the VAT date from the invoice that is being exported.

Clerk

This field is populated with the ID of the user that created the XML file, if it has already been created.

Default Report

This field is populated with data about the default document report.

This field is filled in according to hierarchy settings:

• The report set in the Subjects register | Customer in the Document Printout section
• The report set in Document type
• The last used report on the form from which the document is being exported

You can set the default report by selecting it from the list.

(Customer) Bank Accounts

This field is populated with data about the bank account that is set as the default in the Subjects register. You can select any of the accounts that are entered on a subject.

Reference doc. type

The Reference doc. type field is populated with the data about the linked document type. E.g. if the issue document is linked to an order, this field is populated with the option Order. Other options are as follows:

• Order
• Packing slip – if a packing slip is linked to the document.
• Contract – if a contract is linked to the document.
• Invoice – if an invoice is linked to the document.
• Packing slip + Order – if a packing slip and an order are linked to the document.

Linked document field

In this field, define the linked document that you want to be written into the exported e-invoice.

• Document 1 – to the XML file, data from the headers of Linked document 1 and Linked document 2 are entered. The data is entered to the header level of the document.
• Linked document key – to the XML file, the number of the linked document (packing slips, invoices) are entered, if it exists. The data is entered to the header level of the document.
• Linked document 1 – to the XML file, data from the headers of Linked document 1 and Linked document 2 are entered. The data is entered to the header level of the document and its lines.
• Linked document 2 – to the XML file, only data from the header of Linked document 2 is entered. The data is entered to the header level of the document.
• Key + Document 1 – to the XML file, data about the packing slip is entered, if the document was created from a packing slip. The data is entered to the header level of the document.

Recipient Name 2

This field is populated with the longer name of the recipient. It is filled in from the Name 2 field in the Subjects register.

Prsn 3 Name 2 (Person 3 Name 2)

This field is populated with the longer name of the third person. It is filled in from the Name 2 field in the Subjects register.

Text

In this field, enter custom text to be sent with the e-mail.

E-Mail Address

By checking the checkboxes, select the type of e-mail address to be filled into the E-mail Address field in the document line. The data is filled in from the Subjects register.

Carbon Copy

Into this field, enter the e-mail address of the recipient of the carbon copy of the e-mail.

BCC

Into this field, enter the e-mail address of the recipient of the hidden carbon copy of the e-mail.

Add files for payment to attachments

By checking the checkbox, you can attach a file with a payment order.