Email Options

SI uses two methods of sending e-mails.

•SI+ uses two methods to send emails:

 

•Built-in SI+ Email Client

  Ideal for bulk emails (e.g., newsletters, statements).

 

•Your Default Mail Client

For sending individual documents (e.g., Outlook, Thunderbird).

 

Setup First

Before you can email or SMS customers, set up your SMTP / Email Server:

Go to: Company > Application Options

 

How to Email or Export Data

You can email or export any form that has a Print button.

Look for the icon like this:

 

When you click Print, the Preview screen will appear:

 

 

From here you can:

•Click the envelope to email (choose PDF, Excel, etc.)

•Click the down arrow to export in your chosen format (PDF, Excel, CSV, etc.)

•Use the print icon to send it to your printer

 

Emails can be personalised for:

Invoices, Credit Notes, Quotes, Job Cards, Sales Orders, Customer Statements, Purchase Orders, and various Labels.

 

Batch emails are available in the following modules.

▪Invoice Lookup

▪Customer Contact & Bulk Email

▪Age Analysis

▪Statements & Allocations

 

Emailing Invoices, Quotes & Statements to Multiple Contacts

SI+ allows you to send documents (like invoices, quotes, and statements) to multiple contacts within the same organisation. Here's how to set this up:

 

Steps to Enable Contact-Specific Emails

1.Go to the Customer Form

2.Click on the Contacts & Address tab tab

3.You'll see a list of contacts with email preferences

 

 

Scenario Example:

In the example above:

 

“Monkey” will receive:

✅ Emails

✅ Phone calls

✅ Invoices

✅ Quotes

 

“Poppet” will receive:

✅ Emails

✅ Phone calls

✅ Invoices

❌ Not Quotes

 

New Customers:

When creating a new organisation or customer, these options are enabled by default.

Simply deselect any options the person should not receive.

 

Note:

Companies not using Microsoft Outlook can make use of the SI Email module as you would have with Outlook. See Company > SI Emails