This module allows you to send emails directly from PC CADDIE. These emails may be invoices, AHR letters, and much more.
Get licensed by PC CADDIE for this module. An offer can be requested via email@example.com. As soon as the module is licensed for you, you will find the menu item “E-mail” in PC CADDIE under Persons/E-mail.
You can access the general settings via Persons/E-mail.
First of all, you will see the outbox list and can then click the button Configuration on the bottom left of the window.
Fill-in the fields:
Please confirm with OK after filling-in all the fields.
Sending emails can be partitioned in time using these special parameters:
MAIL_TIMER_COUNT:10 (the number is freely selectable, 10 is default)
MAIL_TIMER_DELAY:60 (set the waiting time after such a block)
This only works if the dispatch is set up via a service in the service manager!
Any number of templates can be created in the configuration. Some of the templates are predefined, but they can be customized.
Opens the window for editing the selected template.
Deletes the selected template. A deleted template can not be restored!
Renames the selected template.
The commands in angle brackets <USERNAME.>, <USERMAIL.>, <USERTELE.> are user-defined and refer to the data stored in the password management. You can also directly enter name, e-mail and telephone number of the contact person in the club and send the e-mail as such.
If something is entered under HTML, the email will be sent as HTML. If the text field remains empty, the mail is sent as text.
The text will be included in the email if you use <MAINTEXT.>.
By default, only this template is stored. It is used automatically when an email is written from the mail window via the button New Email . Configure this template as desired with the greeting formula and the sender.
Please do not delete this template!
More information about invoices can be found here.
Here you specify the settings for your e-mail delivery:
If you have set the check mark in General settings for Test for (Test for) and have entered an e-mail address that should receive the test mail with an invoice-PDF, you will now have to go to a person’s account (maybe yours?) in an account area such as CLUB.
Prepare a product article for an invoice print (after testing you can take back the invoice as usual and delete the article). On the right you continue with Print.
Then we take a look at the text for the invoice using Edit and check what is missing for our invoice layout:
The command <BANKVERBINDUNG> prints the IBAN secured as xxxxxxx when sending the invoices via email to prevent future cyber-crime.
When you are happy with your layout, save it with a suitable name such as Invoice via email.
Now test it! Print the invoice
If the test was successful you will find a new entry in your mailing list under Persons-E-mail and also the test e-mail in the inbox of the previously entered e-mail address in the field Test to.
Do not forget do take back the invoice from the account of your test person!
When you have removed the check mark in Test on you can start sending out single invoices directly out of the customer’s account using the matching layout for invoices. In case there is no e-mail-address saved to the person PC CADDIE will ask you for it when printing the invoice.
If you decide to print out the invoice to send it by post, please make sure to switch to an invoice layout without the command <SENDMAIL:INVOICE>.
Start the serial invoice print as usual via Accounts/Invoices. Make sure to have activated Invoice vie e-Mail with the command <SENDMAIL:INVOICE> in your invoice layout.
You do not need a special person filter. When sending out invoices via e-mail, the invoices will be created automatically (incl. invoice number) for those with an existing e-mail address.
All remaining amounts in the other account will be available for printing them on paper. These is also no need for a special filter, but make sure to switch to an invoice layout without the command <SENDMAIL:INVOICE>.
Before sending, you will be asked if you would like to send all e-mails at once or if you would like to confirm them one by one:
Use no for all and abort to cancel the sending.
If you want to comprehensively test the module, you can make the configuration in such a way that all the emails are sent to a test address. Checking this box causes for all the emails to be sent to the test address, and not to the final recipients.
If the Test enabled is checked, you will be prompted the following dialog, i.e., if you want to test or if the e-mail can definitely be sent:
Use the tab Payment in the person mask to define the email address where the invoice should be sent to
If you are using the Online invoicing licensed module, you can tick the box as PDF to this email address, and enter the e-mail address to which the invoice should then be sent in the line E-Mail.
This email address can be linked to the email addresses in the tabs 1st Addr. and 2nd Addr., and will only be used for sending invoices by email.
The first time you activate the e-mail by invoice, the general query appears.
This is also accessible at any time under: Setup - Program Options - Options - Turnover tab
This wizard will help you to correctly copy the e-mail addresses into the Payment tab.
The email addresses are selected as follows:
1st email filled - 2nd email empty → the invoice is sent to the 1st email address
1st email filled, but with ! in front – 2nd email empty → dispatch by post - invoice by email remains empty
1st email empty- 2nd email filled → the invoice is sent to the 2nd email address
1st email empty- 2nd email filled, but with ! in front → dispatch by post - invoice by email remains empty
Exclamation mark (!) means the address is used only for newsletters (supermailer)
You have the option to schedule the sending of an invoice at a fixed time in the future.
You will find the corresponding setting in the template under the Options tab:
This creates a clock symbol in the Outgoing mail list:
It is important here: You must not be in the test mode. The mails must be sent via a mail service.
Serial letters can also be sent by email, if you are using the Email module.