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Email setup

The application is delivered with a pre-defined default configuration. The application is using the standard behviour of adding and maintaing email adresses on customers and sales documents

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Sales documents​

Following sales documents is supported by Email720.

  • Quotes
  • Confirmations
  • Invoices
  • Credit Memos
  • Reminders
  • Customer Statements

Email usage​

The email usage on the documents follows a specifik behavior

1. Priority: Send To Email from Document Layouts​

Email720 App Icon

2. Priority: Sell-to Email on Sales Document​

  • Quotes -> Sales Order
  • Order Confirmations -> Sales Order
  • Invoices -> Posted Saled Invoice.
  • Credit Memos -> Posted Sales Credit Memo.
  • Reminders -> Release Reminder

3. Priority: Sell-to Email on Customer​