Under Reports you control how reports such as invoices, sales orders and quotes are sent out by e-mail. Here you specify sender addresses and display names, choose an optional BCC recipient, build e-mail templates with dynamic placeholders and designate an optional printer for physical printing. The settings are applied when a report is sent or printed from the system.
Open Financial from the hamburger menu in the top left. Then go to Setup → Settings, and select the category Reports.
To view and edit these settings, the necessary access to setup in Shop Manager is required.
Use creators email as sender: Determines who is listed as the sender of the email. When turned on, the email address belonging to the user who sends the report is used. When turned off, the configured sender address is used instead. Default is off.
General Sender Email: Default sender email address used if a specific report type does not have its own sender specified. The field is empty until filled in.
General Sender Display Name: The name shown alongside the general sender email. The field is empty until filled in.
Invoice Sender Email: Sender email address used when sending out invoices. If the field is empty, the general sender is used.
Invoice Sender Display Name: The name shown as the sender on emails with invoices.
Sales Order Sender Email: Sender email address used when sending out sales orders.
Sales Order Sender Display Name: The name shown as the sender on emails with sales orders.
Sales Order Quote Sender Email: Sender email address used when sending out quotes.
Sales Order Quote Sender Display Name: The name shown as the sender on emails with quotes.
BCC Recipient: An email address that receives a blind copy (BCC) of the sent report emails. Use it, for example, to let an internal mailbox receive a copy of all sent invoices and orders. The field is empty until filled in.
The templates control the subject line and body of the emails that are sent out. You can insert dynamic placeholders that are automatically replaced with specific values when the email is sent. Placeholders are written with curly braces: {Identifier} (the voucher's number), {CustomerFullName} (the customer's name), {OperatorName} (the user's login name) and {OperatorDisplayName} (the user's display name). In most template fields the supported placeholders are shown as a hint in parentheses after the field name.
Invoice Report Subject Template: Template for the subject line when an invoice is sent by email. Supports the placeholders {Identifier}, {CustomerFullName}, {OperatorName} and {OperatorDisplayName}.
Invoice Report Body Template: Multi-line template for the body of invoice emails. Supports the same placeholders as the subject line.
Sales Order Report Subject Template: Template for the subject line when a sales order is sent by email. The same placeholders ({Identifier}, {CustomerFullName}, {OperatorName}, {OperatorDisplayName}) work, even though this field does not show the placeholder hint in parentheses like the other templates.
Sales Order Report Body Template: Multi-line template for the body of sales order emails. Supports the placeholders {Identifier}, {CustomerFullName}, {OperatorName} and {OperatorDisplayName}.
Quote Report Subject Template: Template for the subject line when a quote is sent by email. Supports the placeholders {Identifier}, {CustomerFullName}, {OperatorName} and {OperatorDisplayName}.
Quote Report Body Template: Multi-line template for the body of quote emails. Supports the same placeholders as the subject line.
Printer Name: The name of the printer that should optionally be used for physical printing of reports. The field is empty until filled in.
Want to know more?
Read more in these related articles:
Report settings
Settings for how reports are delivered and opened in Sapera, as well as automatic filling of department parameters.
Invoices
Complete walkthrough of the invoice overview and the invoice editor in Shop Manager: fields, invoice lines, all actions, state flow and the tabs at the bottom.
