Easily Email Your Documents Directly from the System
With ABOSS, you can send your invoices and contracts directly through the system using the Mail button on the respective pages.
Note: the contract module is only available in Agency.
Table of Contents
Using Your Own Email Address
Sending Invoices and Contracts
Sending Contracts with Attached Invoices
Setting Up Your Mail
Adding Recipients
Adding Attachments
Finalizing and Sending
1. Using Your Own Email Address
By default, emails sent from ABOSS will use no-reply@a-boss.net. However, you have the option to send emails from your own email address. To do this, you’ll need to update the DNS settings for your domain to ensure proper email delivery.
2. Sending Invoices and Contracts
Once your invoice or contract is ready, click the 'Mail Invoice/Contract' button to send it. This button is located on the respective Invoice or Contract page.
For Contracts:
And for Invoices:
Note: The entered data, such as added in Deal-tab, will only display correctly on contracts and invoice PDFs if the templates are set up properly. Always double-check your PDFs before sending them out to ensure everything appears as expected.
3. Sending Contracts with Attached Invoices
On the Contract page, you also have the option to send the contract along with any invoices attached to the event:
Click the black arrow next to the Mail button and select 'Mail Contract with Invoices'.
Note: If the black arrow is missing, it means no invoices are linked to the event.
Also, when sending out a contract with a digital signature, no invoice can be added as an attachment. you can download the invoice and add separately.
4. Setting Up Your Mail
After clicking the Mail button, a pop-up window will appear where you can set up your email:
Enter the subject.
Add email addresses in the 'To', 'CC', and 'BCC' fields.
Write your message in the provided text box.
Note: You can create email templates to set a default message for your emails, saving you time and ensuring consistency. Check out this article for Agency and this article for Artist PRO.
5. Adding Recipients
By default, the contact linked to the invoice or contract will be added as a recipient. You can:
Select additional contacts from your Contact Database.
Manually add new email addresses by typing them in and pressing Enter to confirm.
6. Adding Attachments
To add other attachments:
Click the '+' button in the bottom right corner of the email setup screen.
Search and select files from your database.
Click 'Attach to Email' to include the selected files.
7. Finalizing and Sending
Once all details are in place, click the 'Send mail' button to send the email.
