SQLWorks integrates with your email inbox to let you view, send and use emails to complete other tasks: here’s how.
To add your email account to SQLWorks, click ‘User Prefs’ under Preferences (1) in the main navbar. Select your User ID, and under the ‘Employee Info’ Tab put your email settings into email settings fields, including your account ID and password. This will give SQLWorks permission to see the contents of your email inbox.
In the main Companies List (1) by clicking the ‘Emails’ Tab (2) under a selected company’s record you can view the contents of your inbox on the left hand panel, and emails saved within SQLWorks on the right hand panel.
Dragging an email from the left panel to the right panel saves a copy to the system and makes the email visible to other SQLWorks users, whilst selecting an email makes the message content visible in the yellow viewing box below.
This is most useful for adding emails which are to valuable to just sit in your inbox – emails which your team will need to be able to share or recover details from in your absence.
You can also use this tool to place important emails within the system, linking important correspondence to projects, sales leads, quotations and more.
SQLWorks can even be configured to recognise significant emails and automatically add them to projects and other areas – for additional information, ask the SQLWorks team today.
Bigger businesses can find it useful to send out invoices in batches (‘bulk invoicing’) – here’s how to do that in SQLWorks.
Click the ‘Reports’ button in the top right hand corner of your Sales Ledger and select the ‘Unprinted Invoices’ option. This loads a new window displaying any invoices which haven’t yet been submitted to a customer for payment.
You can select individual or multiple invoices (or choose a range of invoices by invoice number) and send these automatically by clicking the ‘Print/Email’ button.
Whether your invoices are printed, emailed or both can be set for each company in the Sales Ledger under the ‘Print & Orders’ Tab – under Default Print Settings you can choose how to send invoices to that client, and set an invoicing contact email for that company.
This same tool can also be used for automatically sending statements to customers in your Sales Ledger, by entering a contact email address for statements and choosing a format for sending.
In addition, you can set SQLWorks to send Sales Ledger Statements based on amount – choose ‘No’ to never send this customer a statement, ‘Yes’ to send if the customer has an outstanding balance, and ‘Always’ to always send a statement regardless of outstanding credit.
Both the automatic sending of invoices and statements in SQLWorks, in bulk, allows you to easily get through larger volumes of customer billing.
For support and advice, please contact our SQLWorks team today – 01271 375999.
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