[SM] Define Email Settings for Invoice Delivery

Created by Crystal Ann Harvey, Modified on Thu, 14 Aug at 9:28 AM by Crystal Ann Harvey

If you plan to use the invoice delivery feature for work order and agreement invoices, you must set up the email parameters for delivering invoices to recipients via email.

To set up email delivery options:

Open SM Company Parameters.
Click on the Email Settings tab.
In the From Address field, enter the "reply" email address for work order or agreement invoices delivered via email.
In the Subject field, enter the text to display in the Subject line when delivering invoices via email.
In the Body text box, enter the text to display in the body of the email.

From Address

From Address field on the SM Company Parameters form, Email Settings tab.

Enter the from address, up to 60 characters. This will typically be the reply address.

Subject

Subject field on the SM Company Parameters form, Email Settings tab.

Enter the text that should appear in the Subject line of the email. Up to 60 characters allowed.

Body

Body field on the SM Company Parameters form, Email Settings tab.

Enter the text that will appear in the body of the email, up to 255 characters, using Ctrl + Enter to move to the next line in your text.

To apply carriage returns and formatting to your email text (e.g. bold, italics, etc.), use HTML tags.

For example, say you want the body text to read as follows:

Dear Customer,

Please find attached, a copy of the invoice for the service work you requested. If you have any questions, please call Account Services at ###-###-####.

Sincerely,

John Smith

You might enter it like this:

Please find attached, a copy of the invoice for the service work you requested. If you have any questions, please call Account Services at ###-###-####.  SIncerely,  John Smith