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FormerMember

Bulk Emailing

Posted By FormerMember

Good Morning, I need assistance with setting up my Evolution to email customers their statements and invoices/credit notes. I can email the statements, but I just can't seem to email the invoices & credit notes.  Is anyone able to assist me please! Thank you!

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    Hi Kbrik

    Do the following to allow the e-mailing of source documents such as GRV's and Invoices, credit notes

    1) Open the first relevant customer Maintenance screen

    2) On the Bank & Other tab, ensure the option 'Email Invoices and Credit Notes' are selected and saved that way

    3) Repeat the same for all relevant customers

    4) For supplier accounts, on the Supplier Maintenance | Bank and Other tab also select the option 'Email GRV's and RTS's'

    Kind Regards

    Bennie 

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  • 0

    Hi Kbrik

    Do the following to allow the e-mailing of source documents such as GRV's and Invoices, credit notes

    1) Open the first relevant customer Maintenance screen

    2) On the Bank & Other tab, ensure the option 'Email Invoices and Credit Notes' are selected and saved that way

    3) Repeat the same for all relevant customers

    4) For supplier accounts, on the Supplier Maintenance | Bank and Other tab also select the option 'Email GRV's and RTS's'

    Kind Regards

    Bennie 

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