Email & Communication

Send any document — quote, invoice, delivery note — straight to your customer as a PDF, or download an .eml if you haven't set up email yet. Svalog logs everything it sends and can chase overdue invoices with payment reminders for you.

Sending a Document by Email

On any document detail page (Quote, Sales Order, Delivery Note, Invoice, Credit Note), click Send Email. A modal opens:

To — Defaults to the customer's email address. You can change it.
Subject — Defaults to the template configured in Settings. Editable for this send.
Body — Defaults to the template. Editable for this send.

The PDF is always attached automatically. Click Send to deliver via SMTP, or Download EML to get a .eml file you can open and send from any email client (useful when SMTP is not configured).

Sending automatically transitions Draft documents to Sent status (Quotes, Sales Orders, Invoices).

Payment Reminders

On an unpaid or overdue invoice, click Send Payment Reminder. This re-sends the invoice PDF using the Payment Reminder email template configured in Settings.

Email Log

Go to Email Log in the sidebar to see every email sent from Svalog: document type, document number, recipient address, date and time sent, status (Sent or Failed), and delivery method.

Filter by document type or search by recipient address or document number. Columns are sortable.