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  • Emailing customer statements from RetailManager


 

 

RetailManager

ANSWER ID:13354

To email your customer statements from RetailManager, you need to be using a compatible email program, like Microsoft Outlook. This support note describes how to set up RetailManager to successfully email your customer statements.

 

1. Set your customer email addresses

You need to add an email address for each customer to whom you want to email statements and specify how you want to send their statements.

  1. In RetailManager, go to the Information menu and choose Customers.
  2. Enter the Customer number.
  3. On the General tab, enter the customer's Email address and select how you want the customer's statements handled (Print, Email or Print & Email).

  4. Click Commit.
  5. Repeat steps 2 - 4 for each customer requiring their statements to be emailed.
2. Set your email program

You need to let RetailManager know which email program you're using. Here's how:

  1. Go to the Setup menu and choose Options.
  2. Click Email Program (the last option in the left hand panel).
  3. Select your Email Program. As shown in the following example.

  4. Click OK.
3. Email your customer statements

You're now ready to email your customer statements from RetailManager. Here's how:

  1. Go to the Contact Management menu then choose Print/Email Customer Statements.
  2. Use the Customer Selection and Statement Details section of this window to display applicable customers.
  3. Click to select the customers to be emailed - this will place a tick in the Include column.
  4. If required, modify the Subject and/or Message components of the email in the Email Message section of the window. See our example below.

  5. Click Send EmailRetailManager collates the emails and sends it to your email program where they will wait to be sent.
  6. Open your email program to view and/or send the emails.

Having trouble emailing from RetailManager?

See Email errors in RetailManager.