Send Invoice copies in PDF format while Sale Bill Printing
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How to send Invoice copies in PDF format from Sale Bill Printing?
In this tutorial, we’ll learn how to automatically send a PDF copy of the customer’s bill to their email as soon as the bill is printed.
Access to Designer Printing Format
Go to Continuous Printing.
Open Sales Bill Print Designer & Printing.
From the Search List, select the required configuration and sales bill.
Click Refresh to load the design window.
Configure Mail Settings
From the Menu Bar, go to Options → Mail Settings.
Under Mail To, you need to add the customer’s email field:
In the Event Resources Panel (bottom-left), expand Sales Bill Details → Bill Header Details Table.
Locate the Email ID field.
Right-click and add it to the Mail To section.
Specify the Subject and Body of the email.
Choose the File Format as PDF.
Under Sending Options, select either:
Review and Send (to preview before sending), or
Send Directly (to send automatically).
Set Up Global Mail Account
From the Menu Bar, open Global Mail Account Settings.
Under Account Details, define:
Account Name
Description
In Mail Server Settings:
Select Gmail.
Enter the Display Name and the Email ID that will send invoices.
Ensure the Account Type is set to POP3.
Configure Login Information
For Username, enter the same email ID.
For Password, you’ll need to generate a Gmail App Password:
Log into your Gmail account.
Go to Settings → Security → Enable 2-Step Verification.
Search for App Passwords in the security settings.
Enter your Gmail account password.
Create a new App Password by providing an App Name.
Click Create to generate your unique password.
Copy the App Password provided.
Return to the configuration window in Logic ERP and paste the App Password into the Password field.
Click Test Connection to verify the setup.
Upon successful verification, you’ll receive a confirmation email.
Save the Mail Account Settings and the Printing Configuration.
Link Mail Settings to Printing Configuration
Open Sales Multiple Printing Configuration.
Select the Printing Configuration attached to the desired series.
Under Print Options →.NET Printing Configuration, choose the configuration in which you set up the mail settings.
Implement the Setup
Modify or create new a bill and click Print.
Since we selected Preview and Send, the Preview Window opens.
Simultaneously, the Invoice PDF is sent to the customer’s email.
Check the customer’s mailbox — the invoice should be delivered successfully.
This ensures that every time a customer’s bill is generated, it is printed and simultaneously emailed.
Bulk Emailing (Optional)
If your printing format is already designed in the Sales Bill Print Designer:
Go to Sales Bill Print Designer & Printing Window.
Select the desired configuration.
From the Search List, choose the required bills.
Lastly, Click on preview button.
You can even select multiple bills at once, and the system will automatically send PDF copies of all invoices to the respective customer emails in a single batch.
Key Benefits
Eliminates manual effort in emailing invoices.
Ensures timely and consistent delivery of bills to customers.
Supports both single-bill and bulk invoice emailing.
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