Send documents by email
In the mKsiegowa.pl online accounting system, you can send certain documents to customers by e-mail. They are sent as attachments in PDF format.
In order to send documents (invoices, balance confirmations) by e-mail, it is necessary to set a few settings.
Set the mail address
In the Customers or Customer branches, set the customers' email addresses as follows: in the Contacts tab, enter the data of contact persons or modify the existing data.
To modify the data, click the icon 
appearing in the line of a given contact.
It is important to enter in the Contacts tab:
- last name (used in the body of the email)
- contact refrence (mandatory field)
- the field Contact active for:
- e-mail address
- Document language - we can set the language in which the invoice will be saved to a pdf file (currently available are Polish and English)
In the field Contact active for:, you can select more than 1 item from among the defined contact categories. To do this, hold down the key Ctrl and select the appropriate values with the mouse.
The program will allow you to send the following documents depending on the type of contact (the names of contacts may differ from those given below - depending on the settings of the contact category):
| Contact active for: | What documents can be emailed |
|---|---|
| Orders | offers, orders |
| Invoices | invoices |
| Coordination of deliveries | delivery notes |
| General | all documents |
Settings
In Company Setup, enter your email address and, if you want, set the address to which copies (cc) of emails generated by the program will be sent.
Email contents
You can set the default email content in the section Maintenance in the module Sales.
Send an invoice by email
Sales invoices can be sent after document entry is complete.
After clicking the appropriate link, a screen appears that allows you to edit the content of the email.
If you want to send an invoice by email, we can also find it in the menu Customer Transactions, and then click the icon 
on the right side.
Send Balance Confirmations
Balance confirmations can be sent in the module Sales → Customer and Sales Reports → Print Statements.
Payment receipts
Payment confirmations can be sent in the module Purchases → Supplier and Purchasing Reports → Print Remittances.
Configure your own SMTP server
The program uses the mKsiegowa.pl SMTP server. If you want to set up your own SMTP server, please contact us with the following details:
- address or name of the SMTP server
- port
- username
- password
Electronic documents
You will find more information on electronic document storage here.