Send Emails

Sending Emails

There are many different ways to send emails in Avanti. The most popular way is to email documents such as invoices and statements to customers or purchase orders to suppliers. For every report and document in the software there is an Email option to send the report or document to a specified recipient. Therefore to email a customer invoice* or a batch of invoices you will use one of the invoice print options (see Quick Print, Batch Print or the Sales section for more information). To email one or more customer statements you will use the Statements option and so on.

To send a general email through the software you can select Utilities > Send Email from the main menu or press Ctrl+E on your keyboard.

Emails can be sent through your SMAPI compliant email client software such as Outlook or Thunderbird or you can send emails directly through your own own email server. To define the settings for sending emails through Avanti see the Email page in the Company Preferences section.

Whenever you are sending an email from Avanti, with or without an attached document or report, you will see the Email window which asks you to specify a recipient and a message for the email and if you want to attach any additional files to the email.  

Enter the recipient's email address into the To box. If you need to send the email to another recipient you can enter a second email address into the CC box. If you need to have additional recipients you can enter them in to either the To or CC boxes and separate the email addresses with a semi-colon eg :

Add any additional file attachments you want by clicking the Attach button and browsing for the file(s) you want. Once selected they will be displayed in the Attachment box to the right. To open an attached file you can double-click it in the Attachments box.

Enter the Subject of your email and in the main notes box enter the body of the message of your email.

Please Note : Emails sent from Avanti are text-based messages and are not HTML. Therefore the font type, size or style used for the body of the message cannot be changed from the default.

Email Templates

Avanti enables you to set-up message templates for use when sending documents such as invoices and statements etc. Templates are used to automate the message sent with standard documents.  See the Email Templates page for more information on setting up email message templates.

If you are sending an invoice or a statement document you will be given the option to edit or view the email message using this window (not including when sending document emails in a batch). In this circumstance you are also given a Template button which enables you to choose another email message template to use for this specific email.  When you click the Template button you can browse for message template files and choose the one you want to use. Once a template is selected the Subject and message body text will be changed to reflect the selected message template.

When you are ready to send your email click the Send button in the Toolbar at the top of the window or click Close to cancel the message.