You are here: Sales > Printing, Emailing and E-Fax > Setting_up_Email_and_E_Fax

Setting up Email and E-Fax

System settings, permissions, email addresses for users and email or E-fax details for debtors are required to use the email functionality.

 Steps

1.

System  System Maintenance  Invoicing.  System settings to be enabled

  • AllowInvoiceEmailing
  • EmailInvoicesWithZeroQuantityDel

2.

System  Staff Configuration Role Maintenance

Select the relevant Role, click Global Switches and set permissions for the Sales Order tab

3.

System  Staff Configuration Staff Maintenance

  • Enter details in the fields Email Address and Email Display Name and save

4.

Debtors   Debtors Maintenance

  • Enter valid email addresses in the Email field in the header section
  • Enter valid E-fax details in the Email field in the header section as required by the faxing software being used e.g. [email protected]

  Email addresses attached to the Contacts Names for debtor accounts cannot be used by the email system at this stage

Copyright © 2012 Jiwa Financials. All rights reserved.