Prerequisites
The foundation is having the SMTP service enabled. Instructions for configuring a connection to your own SMTP server using a configuration file can be found in the documentation. Instructions for setting up SMTP directly in the application can be found here.
In the company settings (Company -> Settings -> Other), the "Automatic email sending settings" must be set to Send. (or optionally Send only to BCC email address)
For automatic sending, you must check the Automatically send to client by email option — either on the subscription contract type under the Basic tab, or directly on the subscription contract under the Generation Settings tab.
Only newly created documents are sent, and always upon the first save of the document.
When an invoice is created, Flexi will attempt to send the document, and after the sending attempt the Mail Status field will change to "Sent".
To verify whether the email was actually sent or not, please check your SMTP server.
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Sender
The message sender is populated based on your SMTP server settings.
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Recipient
The document is sent to the email address listed for the contact person of the given company (Business Partners -> Company Addresses -> Contacts), where the contact has the appropriate sending flags checked under the Details tab: Send invoices, Send orders, etc.
If there are multiple contacts, invoices are sent to all of them.
If no contact exists, the document is sent to the email address specified directly in the company header.
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Message Subject
The message subject is populated with the name of the print report that is preconfigured on the document type under the Print tab.
If a standard report is selected, the internal document number is also appended to the subject.
If a custom report is selected, only the report name itself is used as the subject.
If multiple reports are configured on the document type under the Print tab, the subject is always taken from the most recently added one.
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Attachment
The document is always attached in PDF format. For invoices, both PDF and ISDOC files are attached. Both files are always included and this cannot be changed.
The file name is again the name of the print report and the internal document number, containing only letters and numbers — all other characters are replaced with an underscore.
If multiple print reports are specified on the document type under the Print tab, a separate attachment is created for each report. For invoices, each attachment is included in both PDF and ISDOC format.
If no report is specified, the standard print report is always used.
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Email Body Text
The text in the email body can be preconfigured on the document type — specifically under the Document Texts tab in the Text for sending… field. Only plain text is supported; no formatting is available.
The signature is automatically filled in with the title, first name, and last name of the Flexi user performing the send. Users can be edited in the Tools -> Users in Company menu, provided you have Admin rights.
The closing text: Generated by the ABRA Flexi accounting system, is always appended and cannot be changed.
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