Sending warehouse documents via email

You can send warehouse documents created in the system as email attachments directly from your account in InvoiceOcean There is an option to define the content of the message sent with the documents globally for the entire account or individually by editing the content directly before sending.

Email content with warehouse documents

To edit the email content from the global account settings, go to Settings > Account Settings > Invoice sending > Sending warehouse document via email section. Next to the Title field, change the default email template to your own email template. With this change, the content field becomes active, allowing you to define your own message content. Confirm the changes to the content with the Save button at the bottom of the page.

During message creation, you can use variables to help create a universal template. Examples of variables can be found below the message content field, and access to the full list can be obtained by clicking the Help button.

Sending warehouse documents by email

The form for sending warehouse documents via email is activated from the preview of the warehouse document. Click on the top menu Warehouse > Warehouse Documents, then open the document you want to send. From the top/bottom toolbar on the warehouse document preview, select the Send option.

The form consists of fields: Sender, Client's Email*, Copy to, Subject, Body. From this view, you can also edit the content of the sent message.

If all the data in the form is correct, click the Send button to send the message with the attachment to the recipient.

The system automatically attaches the warehouse document in PDF format to the sent email.

*NOTE! A warehouse document can be sent to a maximum of 5 different recipients at once, and their emails should be separated by commas.

In the system, in addition to sending warehouse documents, there is also the possibility to send invoices via email