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Email Batches Quick Reference Guide
Email Batches Quick Reference Guide
From the navigation panel, select Relationships then select Email Batches. From the email batch list view you can complete the following common actions:
- 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
, multiple selections available,
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Sending customer invoices using an email batch
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Sending an accounts receivable follow up using an email batch
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