You can stay in touch with your contacts by emailing invoices, statements, bills and more.
Setting up emailing in AccountRight
There are 2 ways you can email from AccountRight:
Need help choosing? See Choose how to send emails.
How to email
Typically, you enter the transaction you want to email and then click Send to > Email before recording it. The transaction is automatically recorded and you can then change the default email settings before sending it.
You can also send your emails in a batch. You might do this for your monthly statements or employee payslips. e.g. Sales > Print/Email Statements > To Be Emailed tab.
See these topics for more details about emailing specific documents:
When emailing an individual sale or purchase by clicking Send To > Email in the transaction (not available for batch emailing), you can attach another document or file to the email. Just click Attach on the Email window and select the additional attachment.
The email addresses in your contacts' cards are used when sending emails. Click To if you have additional email addresses specified in a contact’s card which you want to use. Or you can type email addresses directly into the To field, and use a semi-colon (;) to separate multiple addresses.
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