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