Adding a personalized message on an email
If the message is the same on every invoice (or any other documents), go to Quick Menu → Settings → Print Forms → Sales Invoice and put the text in the "Terms and Conditions / Notes" field.
If it's specific to each invoice, you may put it in the External notes section on the sales invoice or you can type it in the body of the email. The difference here is that one will be in the attachment and the other in the email itself.
Generating a Customer Statement Send users a statement that shows all activity for any given period of time. Generate one statement or one for each customer. Email right from the statement screen. To generate Customer Statements: Navigate to Sales ...
Emailing Documents from the Companies module
Emailing Documents It costs a business about $7.10 per to process a paper check. Consider the cost of paper, ink, postage and time spent in completing this manual task. With our Companies module, these tasks may be done electronically with a huge ...
How to attach external documents when emailing Sales Invoices, etc
Intro When emailing a Sales invoice or other AccountingSuite document, it is possible to attach external documents to the email. Attaching external documents In the document, click Print (instead of email). The print preview screen appears. Choose a ...
Exporting Customer's Emails
Is there a way to export customer's emails? Yes, to export a list or a report of your customer's email addresses, just follow the steps below : Go to Reports → Universal Report. In the first drop-down, choose Catalog. In the second dropdown, ...
Why does the email I send from AccountingSuite come from the email address firstname.lastname@example.org?
The Situation When documents are sent from AccountingSuite, the email address that you have entered into Company Settings is used for both the From: and the Reply-To: addresses in the sent email. The exception to this rule is when an address with ...