Email

Email Section of the Web App Settings

With HandiFox Online you can send digital copies of purchase orders, sales orders, invoices, sales receipts, payments and, credit memos. The Email Settings allows you to edit email drafts by customizing any of the following fields:

• Cc - one or more email addresses separated from one another by a comma can be entered.
• Bcc - one or more email addresses separated from one another by a comma can be entered.
• Reply To - one or more email addresses separated from one another by a comma can be entered. By default, the company's/user's email is set
• Subject - by default set to "Type of transaction" [Number] from [Company name]
• Use greeting:
  
  • First dropdown menu options: <Blank>, To, Dear, Hello
  • Second dropdown menu options: [First Name] [Last Name], [Title][Last Name], [First Name], [Receiving Company Name]
• Message - The default message is:
  
  • "Transaction type" [Number] is attached.
    

 The data between brakes ([ ]) is automatically retrieved from the transaction to be sent, your Company Information and your vendor or customer details.

 Each transaction email draft can be customized separately

 Customized emails can only be sent from the Web App and, this function is only available with paid subscription. If you need to test this function during your trial period, contact support@handifox.com.

---

• Related Articles

• Subscription Plans Overview

  HandiFox Online offers scalable subscription plans tailored to meet the needs of businesses at various stages of growth. Each plan integrates seamlessly with QuickBooks Online and provides a suite of features to manage inventory, sales, and ...

• User Management

  Managing Users User management is performed in the HandiFox Online Web App. To start managing users: Click Settings at the top right corner of the page Select Manage Users in the pop-up menu. The Manage Users page lists all users that can work with ...

• Creating Invoices

  In the Web App To enter a new invoice in the web app, go to Sales → Sales Transactions, click Plus and select Invoice. You can add products to the invoice by selecting them from the drop-down list in the Item column. You can also set the cursor into ...

• Customer Center

  The Customers Page in the Web App The Customers page lets you manage customers and review customer information, create sales transactions for a particular customer, and also import and export your customer records. The Customers page of the Web app ...

• Creating Price Levels

  Creating Price Levels This section will guide you through the steps to create and manage price levels within the system. There are two methods to create a price level: Custom price per item Changing price by a fixed parameter Follow these steps to ...