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Table of Contents

Table of Contents

Sending emails using actions in the system

These emails do not show a compose form.

WhatWhenWhoEmail Template Settings
If a Debtor has the Auto Email Invoice box ticked on the Debtor form, Debtors tab, Extended Attributes, Invoicing Rules

 The invoice will be automatically emailed to them when their order has been picked and invoiced via a waybill.


These emails will be sent to

  1. any debtor Contacts with the Accounts role
  2. as well as any Accounts payable email address set on the Company form Contact/Audit tab.
  3. If no address is found for either of the above then it will be sent to Debtor address, if any, or the Company or Person address.
  1. Usage Context Sales,
  2. System Usage Order/Booking Invoice,
  3. Recipients Role Customer.

The same Auto Email Invoice box controls auto emailing of Credit Notes. These are sent to the same recipients.
  1. Usage Context Debtor,
  2. System Usage Credit Note,
  3. Recipients Role Customer
When a Purchase Order is emailed to a supplier by selecting an option on the Status menu
sent to the Company email address and BCCed to the user
  1. Usage Context Purchase,
  2. System Usage Created,
  3. Recipients Role Supplier.
When a payment is created for a supplier
  1. The remittance advice is emailed to the any contacts with a role of Remittance Advice
  2. If there are none it will be sent to the Company email address.
  1. Usage Context Creditor,
  2. System Usage Payment
If statements are sent to a group of debtors via the Accounts Receivable dashboard 
 these will be sent to and Accounts contact(s). If none they will be sent to the debtor email address, if any, or the Company or Person email address.
  1. Usage Context Debtor,
  2. System Usage Statement


Sending Emails using Correspondence Tab

If you are sending an email that pops up a compose form before sending then you can choose who it is addressed to in the same way as using the correspondence tab

Overview

You can send emails from the system attached to Debtors, Creditors, Companies, Persons and Transactions.  

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