Chapter 17 Emailing
Big Business makes it easy to email transactions and reports as PDFs. Install our free PDF Emailer software for Windows (already built-in for Mac) and choose Advanced Print Options. You can then select Email (Customer address), Send Email (Customer + Contact addresses), or Save As PDF, for any form. The Email options will automatically print to PDF and attach to a new message in your email program.
This Chapter provides steps for setup. (7005)
Emailing with Mail on Mac
Big Business on the Mac can automatically print forms and reports as PDF and attach to new message in Mail.
This Solution provides setup details. (7006)
Emailing with Outlook for Windows
Big Business for Windows can automatically print forms and reports as PDF and attach to new message in Microsoft Outlook.
This Solution provides setup details. (7007)
Send Email
Send Email shows you a selection of Email Addresses:
• Email Address on the Customer
• Email Addresses from Contacts for the Customer
This Solution describes using this dialog. (6503)
Send Documents
Send is a menu choice in Print Options, Settings, that lets you choose Documents and Notes to automatically include in an email.
When printing choose Email or Send Email to (multiple recipients) and then choose Send to add Documents from:
- the transaction, in the Docs folder on Quote, Order, Invoice
- the List, in the Docs folder on Quotes Search, Order Search, Invoice Search
- the Items, in the Docs folder on the Item cards for items on Quote, Order, Invoice
Big Business will create a new message in you... (more)
Send Notes
Send is a menu choice in Print Options, Settings, that lets you choose Documents and Notes to automatically include in an email.
When printing choose Email or Send Email to (multiple recipients) and then choose Send to add Text Notes from:
- the transaction, in the Docs folder on Quote, Order, Invoice
- the List, in the Docs folder on Quotes Search, Order Search, Invoice Search
- the Items, in the Docs folder on the Item cards for items on Quote, Order, Invoice
Big Business will create a new message in yo... (more)
Email is the simple choice for sending Quotes, Order, Invoices by email.
This Solution describes its use. (7019)
PDF Emailer
Big Business includes a PDF Emailer for Windows for automatically creating and emailing PDFs.
This Solution describes using this feature. (6501)
Batch Emails
Batch Emails are a new and open-ended concept. Here are parts you can use:
Email - choose as a printing destination to automatically create new email messages
Send - Docs as attachments or Notes as the message ("thank you for your order!")
Please email to support@bigbusiness.com with questions or needed changes.
This Solution provides setup instructions. (7023)
Emailing with Rackspace
You can use Big Business Mail to send emails directly, without using a desktop email client like Microsoft Outlook or macOS Mail.
This Solution provides setup details for Rackspace. (6709)
Email Subject
Big Business automatically creates an Email Subject when emailing Quotes, Orders, and Invoices.
This Solution may provide details.
(6713)
Emailing PDFs
Big Business includes numerous features for Emailing PDFs. PDFs are a convenient way to send Quotes, Orders, and Invoices, as well as POs, Reports, and Statements. Features for sending emails with PDF attachments automate this task and work with most popular email solutions.
This Solution a quick overview and links to more write-ups. (6721)
Canceled PDF
Print Options in Big Business include a feature to Save As PDF.
If you Cancel in the save dialog, where you name the PDF, Big Business will send the print job to your default printer.
Because no PDF is created, the option for Sent PDF, which puts copy of the PDF in the Docs folder, is not triggered.
Emailing with Thunderbird
Big Business for Windows lets you send PDF attachments with Thunderbird.
This Solution provides setup details. (6723)
Send Attachments
Send Attachments puts a Send Checkbox in Docs, to choose Documents and Notes that are allowed in email, and a Send Menu in Print Options for selecting which to send.
Emailing Documents and Notes is two steps:
• in Docs click the Send Checkbox to allow a Document or Note to be emailed
• in Print Options use the Send Menu to choose from allowed Documents and Notes
This makes it easy to pick a few Documents, like glossy-photo or product-pdf, and have them appear in the Send Menu when emailing a quote, orde... (more)
Sent Emails
Sent Emails extends built-in Notes to include Emails. Notes then include:
• Sent Notes - messages sent from one Employee to another
• Dated Notes - messages assinged a date
• System Notes - messages from automatic imports and connections
• Sent Emails - copies of sent emails, along with attachments
When saving or printing, choose any Email option and a Note will be saved along with attachments including the PDF of the printed transaction or report.
This Solution provides setup instructions. (7016)
Sent PDF
Sent PDF automatically adds the PDF of an emailed transaction to the Docs folder on the transaction.
Pictured is an Order that was emailed. The Order was created from a Quote that was also emailed. Both Sent PDFs are saved as Docs for reference and can be seen from Quote or Order; just double-click to view.
This Solution provides setup instructions. (7022)
Send Checkbox
Send Checkbox appears in Docs and lets you choose Documents and Notes that are allowed in email. If you don't click Send, the item will not appear in the Send menu.
Emailing Documents and Notes is two steps:
• in Docs click the Send Checkbox to allow a Document or Note to be emailed
• in Print Options use the Send Menu to choose from allowed Documents and Notes
This makes it easy to pick a few Documents, like glossy-photo or product-pdf, and have them appear in the Send Menu when emailing a quote, orde... (more)
PDFSend Error 9
When sending a PDF by email, such as the Quote in the picture being sent to Ted, Big Business will show an error if it is unable to connect to your email program.
In the pictured error, PDFSend Error 9, Big Business 11 cannot connect to Microsoft Outlook which is 64-bit. Big Business 11 requires 32-bit Outlook. Big Business 12 works with 64-bit which is the new default. (6972)
Email Addresses on Customer, Vendors, and Contacts
Big Business includes an Email Addresses to Customer Cards, Vendor Cards, and Contact Cards.
This Solution describes its functions. (5907)
Emailing Reports
Big Business 9 updates emailing from a Customer Card:
• Customer Transaction Report
• Customer Aging Detail Report
• Statement, Balance Forward
• Statement, Open Item
This Solution describes this option. (6482)
Role Name
Role Name lets you see if a Contact is set as:
• Refundee - payee for refund checks when different than Customer Bill-To
• Email Statements - recipient for email statements