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Sending a Document by E-Mail

Documents such as issued invoice, issued packing slip, issued order etc. can be sent to your business partners by e-mail.

This chapter presents a use case of preparing, checking and sending documents by e-mail.

The Send By E-Mail feature is available in the print preview toolbar.

HINT
  • To successfully send documents by e-mail from PANTHEON, see the instructions in the chapter Setting up email for eWorkflows.
  • On the Print Document Range feature, on the Print Goods Document Range form, you can also access the E-Mail form by clicking the E-Mail (No receiver email settings used).

 

Below, see a use case of sending documents by e-mail from print preview.

CASE SUMMARY

The person responsible wants to send an issued invoice to a customer from the print preview. The invoice is created on the sale document type with the number 23-3000-000008. The document is sent as follows:

  1. Sending a document by e-mail
  2. E-mail
  3. Displaying a customer's received e-mail

1. Sending a document by e-mail

The person responsible wants to send a document from print preview to a customer by e-mail.

In the menu, the person responsible selects Goods | Issue | Document, then selects the correct document type: 3000 – Sale.

The person responsible goes to the document that is going to be sent by e-mail. In this case: 23-3000-000008.

HINT

A PDF of the invoice sent by e-mail is not an e-invoice. To send e-invoices, see the chapter Send eInvoice.

 

The person responsible clicks the Invoice button on the form.

A preview of the invoice report opens, with the last selected report type.

HINT

The person responsible can select the print type in the toolbar in the Report: field.

 

In the toolbar of the report window, the person responsible clicks the Send by E-mail button.

A form for sending e-mails opens.

2. E-mail

The e-mail form is automatically populated with data about the sender and recipient of the e-mail, subject and attachments (marked in the image below).

Data about the e-mail address of the sender is filled into the From field from the Administration Panel | Settings | Internet, from the E-Mail Sender (u) field.

In this case: demo@datalab.eu.

Data about the e-mail address of the recipient is filled into the To field from the Subjects Register | General from Contacts.

Into the Text field, the person responsible enters custom text and clicks the Send button.

HINT

The default text of the e-mail can be entered on specific users of the program (see Personal Settings) and is used as the default text for all messages the user sends.

 

When the e-mail is sent, the form automatically closes.

3. Displaying the customer's received e-mail

To the entered e-mail address, the customer receives the text and attached PDF invoice by e-mail.

WARNING

To correctly display the text on PDF reports, you must check the Export Reports as PDF/A checkbox in the Administration Panel Settings in PANTHEON.

 

 

 

  

     


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