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Send Manually via Email

In pixi* Customer Service, you can directly send PDF invoices and credit documents to your customers.

You can either send PDF invoice documents using your local default e-mail application or via pixi*.

Warning: Please note that invoices with the suffix "_PDF" are mandatory for PDF invoice creation and need to be available in the templates folder (C:\pixi\templates). If there is no "_PDF" template, PDF invoices are not created and can also not be attached to e-mails.
See also: Invoice Templates


Sending PDF Documents using the local E-mail Application

If you want to send PDF invoice documents using your local e-mail application, click Send PDF in pixi* Customer Service > Invoices or Credits tabs.

Before you can use this functionality, it has to be activated. Open pixi* Control Center > Database Settings tab > Customer Service folder and activate the Send Invoice and Credit by e-Mail setting (default=OFF).

Follow these steps, to send PDF invoice documents using your local e-mail application:

  1. Open pixi* Customer Service and search for the customer.

  2. Click on Invoices or Credits tab.

  3. Choose an invoice from the list and click Send PDF.

    • pixi* Invoices application opens and a copy of the invoice/ credit will be created in PDF format. The invoice and credit number will be shown in the Log, e.g. "15:49:51 Sending MAD000196 as PDF by email"

    • The e-mail will be opened in your default e-mail application (the PDF file is stored locally in C:\pixi\data\PDFfiles)

    • The recipient e-mail address is used from the invoice.

    • The e-mail subject equals the invoice or credit number.

    • The created PDF invoice or credit document is then attached to the e-mail.

  4. Add an e-mail text and click Send.

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Sending PDF Documents via pixi*

In case you want to send PDF invoice documents via pixi*, just create a New e-mail and activate the option to attach PDF invoice documents to the e-mail.

Tip: Invoices in PDF format can only be attached to an e-mail, if they exist on the document storage server. If there is no PDF file on the document storage, the e-mail will be sent without an attachment. For further information please check pixi*pedia article Save PDF Invoices to Document Storage.


Follow these steps, to send PDF invoice documents via pixi*:

  1. Open pixi* Customer Service and search for the customer.

  2. Click on Invoices or Credits tab.

  3. Click New e-mail.

  4. A new window opens and you can decide, whether you want to send an e-mail based on a template or a manual e-mail.

    1. Click Choose Template, to create a new e-mail based on an e-mail template. In this case it is already defined in the template, whether PDF invoice documents should be attached or not. You can configure this in pixi* Control Center like it is described in the pixi*pedia article Send PDF Invoices via E-Mail.

    2. If you want to create a manual e-mail using your own text message, do not choose a template but enter your message in the appropriate field.

      1. Activate the checkbox for Attach Invoice Document, so that the e-mail will be sent to the customer which includes the attachment.

  5. Click Send, to send the e-mail to the customer.

If you want to check, whether the e-mail has been sent with an attachment, you can check the E-mails tab in pixi* Customer Service. In case the checkbox in Attachment column is activated for your e-mail, it has been sent with an attachment.


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