How do I send emails directly from SoftLedger?

Created by Travis Lander, Modified on Mon, 11 Mar at 4:29 PM by Travis Lander

Description

Learn how to set up your email settings, add addresses, and send out and review email statuses directly from SoftLedger.

Email Settings

You can set up several system settings to determine whether emails are sent to customer and vendor email addresses on file on the issuance of certain documents:

Email On Invoice Issued - Invoices will automatically be emailed to the Customer's primary email address (not the default contact's email address) upon issuance.
Email On Purchase Order Issued - Purchase Orders will automatically be emailed to the Vendor's primary email address (not the default contact's email address) upon issuance.
Email On Sales Quote Issued - Sales Quotes will automatically be emailed to the Customer's primary email address (not the default contact's email address) upon issuance.
Email On AR Credit Issued - AR Credits will automatically be emailed to the Customer's primary email address (not the default contact's email address) upon issuance.

With these settings off, you can still send out emails to customers and vendors by clicking the Email icon on the line items or detail screens of these documents:

Adding Email Addresses

You can add multiple email addresses to the details of customers and vendors as the recipients of emailed documents from the system:

Just be sure to separate the email addresses in this field by a comma to indicate there is more than one email address.

Email Statuses

For Invoices, AR Credits, Purchase Orders, and Sales Orders, there is a tab on the Details screen for that document labeled Emails.

This Details tab is accessible by clicking the blue-highlighted text of the Number for each individual document:

Once the Number is clicked, you can navigate to the Emails tab:

This tab shows all emails sent to the email address on file for the customer or vendor.

See the recipient, timestamp, status, subject, and who the email appears to be from for the recipient
Click into the highlight text under the ID column to see more information about the sent email(s):

Review the Email Settings support article for more information on editing email body text, or updating settings.