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Linking the Email to send notifications and invoices in Ysell
1 Go to your company settings and find the Email tab there.
2 Click on Add Email.
3 Be sure to fill in all the required fields.
4 After you fill in the fields, check your email for mailing efficiency. For this purpose, enter a test email in the field Test email address and put a checkmark to enable the test. After saving the Email go back to the Email menu and press Test to receive a test message. Be sure to remove the checkmark after the test, otherwise this will interfere with the normal mailing process.
Sending notifications and invoices to clients in Ysell
1 Open the Mail tab in the order and click Send mail.
2 In the opened window the email should automatically appear from the order. Fill in the remaining fields in order to send the email.
3 The uppermost field allows you to select a pre-created template for sending messages. You can create your own templates only if you have the Classic or a higher tariff. If you work with the basic tariff, you will not have access to Mail templates.
4 To create a template for messages go to Settings and select Mail templates. In the opened page click on Create Mail Template.
5 Fill in the desired fields for the template.
Name - Template name.
Category - Template category.
Mail Address - Specify the email to which you want this template to be sent, in case you want to send the message only to this email.
Mail Subject - Message title.
Mail Body - Message text.
Attachment - Name of the attached file.
Attachment File - Attach a file to send it with the message.
Attach invoice from order(if exists) - Send an invoice from the order along with the selected template.
Attach return label - Send a return label along with the selected template.
6 In order to send invoices, go to the tab Invoices and click on Create invoice. In this way you create an invoice to send in Ysell.
7 Click on the gear wheel symbol to open the invoice management menu. By clicking on Send by email the invoice will be sent by the email specified in the order.
