Sending an Email from Accounts Receivable
Sending an Email from Accounts Receivable
1. Go to the Accounts Receivable Database
2. Select the AR Account, Tag OR Filter the AR Accounts
3. Click "Actions"
4. Click "Send Email"
5. Select A/R Option to Send Email to Active, Tagged, Filtered, Single or based on a Bal option
6. Select to send to the Primary, Alternate or Both email addresses
Creating a New Email
7. Enter the Subject Line and the Body of the Email
8. Once the Email is Complete, it can be saved as a Template by clicking Save Template
9. Name the Template and Select a Category from the dropdown or add a New Category by entering in the New Category field and Clicking "Save As"
Sending a Template Email
10. To Send an Email Saved in Templates, Click "Templates"
11. Select Folder to Expand and View Templates in Folder
12. Select Template
13. Click "Select"
14. Click "SendEmail"
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