Description

Navigate to the top-right drop down menu, Settings, Email to configure your system Email Settings and adjust and personalize Email templates:

Settings Options

Toggle On or Off and click Submit to change the below Settings:

  • 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.

Note: If you prefer to only email out of SoftLedger by clicking the Email icon for each Document, leave this Setting Off.

Email Templates

Adjust the Email Subject and Body text when sending emails with Documents (Invoices, AR Credits, Purchase Orders, and Sales Orders) from SoftLedger.

Select the Document Type first and then edit the text before clicking Submit:

Note: Variables can be added to either the Subject or Body using double braces. Ex. {{companyName}}. The following variables are available to use(invalid variables will be left as is).

  • companyName: Entity name of the Location used.
  • number: Document number

See the How to email directly from SoftLedger article for more information.

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