Zynk Workflow Documentation

In this tutorial, we demonstrate how to use the Email Invoices and Email Statements tasks, to automate the process of sending invoices/statements to your customers in Sage. Note that we only adjust some ofthe settings for these tasks in this tutorial, and leave the rest at their default values. Refer to the links above for anexplanation of all of the settings.

Email Invoices

This task will generate a PDF invoice for all invoices that have not yet been printed, and send it to the email address on the customer account as an attachment, via an SMTP server. The basic settings are as follows:

Email Statements

This task will generate a PDF statement for customers that have a non zero balance on their account, and send it to the email address on their account as an attachment, via an SMTP server. The basic settings are as follows:

If you have any queries on any of the above, feel free to contact our support team via email at support@zynk.com or via telephone on 0191 303 7279. Please note, as stated on the Auto Mapper task we do not support any changes to XSLT.


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