Email Batches
Overview
Getting Started
- Sending customer statements using an email batch via Email and/or SMS
- Sending customer invoices using an email batch
- Sending an accounts receivable follow up using an email batch
- Sending purchase orders using an email batch
- Sending a general email batch
- Setting up automatic accounts receivable follow-up email and SMS notifications
- Setting up automatic email batches for customer invoices
- Testing Batch Mass Emailing of Customer Statements.
- Setting up automatic email of statements
- Sending Purchase Order Follow Up
- Sending customer quotes using an email batch
Reference
Buttons
Refer to Common Buttons.
Image | Name | Description |
|---|---|---|
 | Attach File | Open Dialog to select the file to add as an attachment. |
| Extract Batch | Extract a list of emails to be sent. |
| Run Batch Now | Sending that batch of emails from Readysell to your customers and/or suppliers |
Fields
Name | Description |
|---|---|
Tran Type | The type of open item (e.g. BATEML (Batch Email). |
Number | The transaction number of the open item. |
Status | A Status is update feature on any entry/transaction made within readysell. |
Date | The date and time (local to the workstation) when the action took place. |
Type | The type of email batch (Accounts receivable follow up, Accounts receivable follow up SMS, Customer Debits, General, Invoices, Purchase orders and Statements) |
Name | Description of the email batch (i.e. payment run, purchase run, meter charge run, etc) |
Email Subject | Subject of the email batch |
CC | Carbon Copy of the email sent to |
BCC | Blind carbon copy email sent to |
Lines tab
Name | Description |
|---|---|
Card | Customer email batch is for |
Recipient Name | Name of the user receiving email |
Communication Method | Method of communication (Courier, email, fax, mail, none, service call or SMS) |
Recipient Email Address | Email address of recipient |
Recipient Mobile | Mobile contact number of recipient |
Recipient Fax | Fax number of recipient |
Success | Sending status e.g. ticked means email successfully sent. |
General tab
Name | Description |
|---|---|
From name | Senders name |
From Address | Senders email address |
Site | Site email batch is being sent from |
Period | The period in which the email batch occurred |
Notes | Allows you to enter notes against a record or line item |
Preview tab
This shows a preview of the email that was sent as a batch.
Log tab
Name | Description |
|---|---|
Date Time | The date and time (local to the workstation) when the action took place |
Log Level | Either information or error |
Text | If the batch has sent, completed or if there is an error |
Message Logs tab
Name | Description |
|---|---|
To | The email addresses that it is being sent to |
Date | The date and time (local to the workstation) when the action took place. |
Subject | Subject of the email batch |