Email Job Function
Email Job function is enhanced and migrated from Client/Server architecure billing software USG/USP. Email Job can send bills, pastdue notices, newsletters, promotional material to customers through email.
Moreover, USE Email Bill is more powerful, wider applicability, more friendly than it is in USG/USP. Let's see new feature first.
New Feature
Login USE->Configuration->System->E-Mail.
USE Email Bill supports sending Email bill/notices according to customized bill/notice template. All the templates listed can be set to active and will be use this template to sent out Emails. Users can customize their own templates.
Add New Record
Add new Email template. It is used to import new Email Job template.
Template Name: The name of the email template.
Email Job type: The type of Email Job Template. It is used to differentiate templates for different email notice, such as bills, past dues, reminders.
Email Subject: The subject of email.
Email Message: The content of the email.
Is Active: Check it to make current email template active.
Please Note: For each Email Job type, only one template is allowed to be activated.
Edit Template
Edit Email templates is used to edit the template info, such as Template Name, Subject, Email Body.
Upload Email Template
Upload Template function is used to uploads a Template file customized by customers. Please note only Telerik's TRDP format is acceptable.
Data Key Field Name: The key field in email template file. i.e. Account Number.
Data Key Next Field Name: The name of the next field next to the key field in the template. It is used to analyze the template and as a secondary field when retrieving the data key field from the generated PDF.
Select: Click it to select the template file to upload.
Download Email Template
Download the template file for editing and modifying existing templates.
How to use Email Bill
1. Set up sending email
Click "Email Account Setting"
Email Address: Enter the email box you want to display for the email.
Display Name: The sending name you want to display for the email.
User Name: Enter the email box you want to use to send email.
Password: Enter the login password of your email box.
SMTP Host: Enter the SMTP server address.
SMTP Port: Enter the SMTP port of your email server.
Use SSL: Check it SSL protocol is used for your email server.
Use Default Credentials: Check it if use default certificate for communication verification.
Use Printer Bill Data: Check it if use the paper bill generated from Print Bill function as email attachment.
Note: When “Use Print Bill Data” is checked, the activated “Email Template” that user sets will be ignored. At the same time, because Print Bill is using Mailing Address to save bills, email bills will also be sent according to the setup under Mailing, which means it will only send email bills to Active Mailing addresses whose Address Type is set to A or B.
2. Email Job
Company -> Billing Assistant -> Email Job
Email Job Type: The type of Email Job. It is used to define the email template you want to use.
Company: Company filter.
Cycle: Cycle filter.
Bill Date: Bill Date filter. It refers to all last bill dates.
Status Code: Account’s status filter.
Due Date: Payment Due Date calculated based on the setup under Company.
Delinquent Due Date: The date calculated based on the days of payment and grace period in Company setup.
Minimum Amount Due: Display Minimum Amount under Company.
3. Select Account
This function operates in the same way as the Select Account for the Billing Register, which selects and cancels All data by "Select All" and "Cancel All". Click
to select a single Account and click 
to delete a single selected Account.
Send: Click it to confirm the Email Job and put the current Email Job into the USE task queue.
Cancel: Cancel current Email Job.
4. Email Jobs
It lists all submitted Email jobs and displays the Email Job execution status.
Please Note: The jobs list is in decending order by "Create Date".
Email Job Status: Pending, Stand By, Running, Completed, Error. Click
to see the sending status of the email.
Moreover, USE Email Bill is more powerful, wider applicability, more friendly than it is in USG/USP. Let's see new feature first.
New Feature
Login USE->Configuration->System->E-Mail.
USE Email Bill supports sending Email bill/notices according to customized bill/notice template. All the templates listed can be set to active and will be use this template to sent out Emails. Users can customize their own templates.
Add New Record
Add new Email template. It is used to import new Email Job template.
Template Name: The name of the email template.
Email Job type: The type of Email Job Template. It is used to differentiate templates for different email notice, such as bills, past dues, reminders.
Email Subject: The subject of email.
Email Message: The content of the email.
Is Active: Check it to make current email template active.
Please Note: For each Email Job type, only one template is allowed to be activated.
Edit Template
Edit Email templates is used to edit the template info, such as Template Name, Subject, Email Body.
Upload Email Template
Upload Template function is used to uploads a Template file customized by customers. Please note only Telerik's TRDP format is acceptable.
Data Key Field Name: The key field in email template file. i.e. Account Number.
Data Key Next Field Name: The name of the next field next to the key field in the template. It is used to analyze the template and as a secondary field when retrieving the data key field from the generated PDF.
Select: Click it to select the template file to upload.
Download Email Template
Download the template file for editing and modifying existing templates.
How to use Email Bill
1. Set up sending email
Click "Email Account Setting"
Email Address: Enter the email box you want to display for the email.
Display Name: The sending name you want to display for the email.
User Name: Enter the email box you want to use to send email.
Password: Enter the login password of your email box.
SMTP Host: Enter the SMTP server address.
SMTP Port: Enter the SMTP port of your email server.
Use SSL: Check it SSL protocol is used for your email server.
Use Default Credentials: Check it if use default certificate for communication verification.
Use Printer Bill Data: Check it if use the paper bill generated from Print Bill function as email attachment.
Note: When “Use Print Bill Data” is checked, the activated “Email Template” that user sets will be ignored. At the same time, because Print Bill is using Mailing Address to save bills, email bills will also be sent according to the setup under Mailing, which means it will only send email bills to Active Mailing addresses whose Address Type is set to A or B.
2. Email Job
Company -> Billing Assistant -> Email Job
Email Job Type: The type of Email Job. It is used to define the email template you want to use.
Company: Company filter.
Cycle: Cycle filter.
Bill Date: Bill Date filter. It refers to all last bill dates.
Status Code: Account’s status filter.
Due Date: Payment Due Date calculated based on the setup under Company.
Delinquent Due Date: The date calculated based on the days of payment and grace period in Company setup.
Minimum Amount Due: Display Minimum Amount under Company.
3. Select Account
This function operates in the same way as the Select Account for the Billing Register, which selects and cancels All data by "Select All" and "Cancel All". Click
to select a single Account and click to delete a single selected Account.Send: Click it to confirm the Email Job and put the current Email Job into the USE task queue.
Cancel: Cancel current Email Job.
4. Email Jobs
It lists all submitted Email jobs and displays the Email Job execution status.
Please Note: The jobs list is in decending order by "Create Date".
Email Job Status: Pending, Stand By, Running, Completed, Error. Click
to see the sending status of the email.