This guide is designed to help you set customers up to receive invoices via email. 

Topics included in this article

• Setting Up the Customer

• User Settings

Setting Up the Customer

1. Go into CRM and then Amend Customer. Follow the path below for your product:

   1. Syrinx v4: In the top menu bar, s7elect CRM > Press Customers

      

   2. Syrinx 365: Go to the left menu > Select CRM > Press Customers

      
       

2. Search for and open the customer that you are trying to set up.

3.  Click on the Contacts tab to ensure the contact is in the system.

   

    

   1. If their contact IS there, double-click on the contact to check if they have an email address. If they do not have one, enter one.

   2. If the contact ISN'T there, click Add at the bottom, add a name and email address. The more information you enter here, the better.

      

4. Press the Invoice Delivery tab once you have found a contact or created one.

   

5. To enable email invoicing, tick the Print Batch Invoices to PDF box. 

   
   

   1. If you do not want a paper copy, tick the box, then select the contact you would like to send the invoices to.

   2. You can also CC someone. By default, if there are 10 invoices to be sent, there will be one attachment with all 10 invoices inside.

   3. If the customer would like individual attachments (up to 10), then tick the one file per invoice box.

User Settings

The main Syrinx program contains several email settings that must be configured to ensure smooth emailing. For your product, follow the path below. 

1. Log in to your Syrinx SP or Syrinx 365

   1. Syrinx: Select User > Select User Options (Ctrl+F7)

   2. Syrinx 365: In the left menu, select User > User Options

       

2. Go to the Email tab. 

   

   
   

   1. You can define how your emails will be sent, either via Outlook or via CDO.

   2. If you need to override the default PDF overlay file for emailing out documents, there is also a path here. 

   3. Available for Syinx 365 v5.9.0 and above. Syrinx 365 users can select 'Syrinx 365 - Preview' in the user options. With it selected, when you click Email Invoices in the Invoice batch, the user will be presented with a preview viewer that they can click on each email to amend or add recipients or details, add/view attachments, and click Send.

      

      
       

3. Go to the Batch Invoice PDF tab. It is for invoice delivery. On this tab, you can select the delivery method for your batch invoices and also the save folder for the PDF files. Syrinx saves the PDF files prior to sending, and you can also set Syrinx to automatically delete the PDF files after the email process is complete.

   

   
   

   1. There are 4 options for Send Emails, depending on what you selected on the Email tab. These options are:

      1. Outlook – Send Immediately

      2. Outlook – Preview

      3. CDO – Send Immediately

      4. Create PDF Only