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How to Enable the Email Invoice Button
This guide explains how to enable the Email Invoice button when sending invoices from Syrinx.
Required Permission
| ℹ️ To use the Email Invoice feature, users must have the appropriate role privilege enabled. This can only be configured by a System Administrator (SA) in Syrinx. |
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Prv.Invoicing.Export Batch Invoices to PDF
Steps to Enable the Permission
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Log in to Syrinx Configuration as the sa user.
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Select Users.
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Open Set Role Privileges.
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Search for Prv.Invoicing.Export Batch Invoices to PDF.
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Enable this permission for the role assigned to the user.
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Save the changes.
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Once this change has been applied, please ensure the affected user logs out and back in to Syrinx for the update to take effect.
After logging back in, navigate to:
User → User Options → Batch Invoice PDFs
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From the Send Email dropdown, select the email method you want to use:
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Outlook – Preview
Allows you to review the email before sending it to the customer.
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Outlook – Send Immediately
Sends the email automatically without displaying a preview.
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Additionally, ensure that a valid file path is configured. If no file path exists, create a folder and set the path accordingly.
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Once this setting is configured, the Email Invoice button will appear on the Review/Print screen.