The following are a step by Step guide to send your first Sales Invoice using Astral Send.
To help you navigate the module, when you install Astral Send, a number of activities are added to your role centre pages and to your document pages.
The Document Setup is where you define the type of document that is to be sent, which email address to use to send it, and also the subject and email message to send.
By default, Astral Send uses the email address configured on the Customer, Vendor or Contact cards but it is possible to configure additional or alternative addresses using Astral Send.
If you want to use an alternative SMTP server to send out emails, then set the required account information.
If you get any permission errors, depending on how you have setup your system, users may require some additional setup to use Astral Send
You can configure Astral Send to store a permanent copy of the document that was sent
Astral Send keeps a log of all sent documents. This is how you can find them.
Group together reports to be sent to a single recipient in a single mail.
Upload documents into Astral Send so that these are automatically attached to outgoing emails.
How to upload a html footer to be added to outgoing emails
Set automatic BCC or CC for for outgoing emails from Astral Send.
You can set each Report Config to send from a specific email address. This can be a set email address, or you can configure Astral Send to send the mail from the Salesperson or Purchaser set on the Document you are sending.
Set language specific email subjects and body texts.
It’s possible to configure Astral Send to include outstanding Invoices when a reminder is sent.
You may want to show the standard report Options page before you send the document.
Where the report is based on a table that is part of an extension to NAV, you may need to configure these manually.
Schedule documents to be sent at a specific time in the future.
Setup different methods to sending the document.
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