You will need to add an email address for each customer to whom you want to email statements and specify whether you want to Print, Print & Email or Email.
To do this:
Go to the Information menu and choose Customers.
Enter the Customer number.
On the General tab, enter in the customer's Email address and specify how you want the customer's statements handled, for example Print & Email. See our example below.
Click Commit.
Repeat steps 2 - 4 for each customer requiring their statements to be emailed.
Setting up your email client
Go to the Setup menu and choose Options.
Click Email Program (the last option in the left hand panel).
Select your Email Program.as shown in the following example.
Click OK.
Emailing your customer statements
Go to the Contact Management menu then choose Print/Email Customer Statements.
Use the Customer Selection and Statement Details section of this window to display applicable customers.
Click to select the customers to be emailed - this will place a tick in the Include column.
If required, modify the Subject and/or Message components of the email in the Email Message section of the window. See our example below.
Click Send Email. RetailManager collates the emails and sends it to your email program where they will wait to be sent.
Open your email program to view and/or send the emails.
Email errors
If you are experiencing an error when trying to email from RetailManager, see our support note Email errors in RetailManager.
