A direct email utility is available in Thesaurus Accounts 2018 to facilitate the emailing of invoices and credit notes to customers.
To use this facility, you must first enter the email addresses of your customers, as well as your own company email address.
To enter customer email addresses, go to Sales > Add/Amend Customers:
1) Select the customer from the listing
2) Within the Fax or Email field, enter the email address of the invoice recipient
3) Click Update to save the change
To enter your company email address, go to Setup > Company Details:
1) Within the Email field, enter a relevant company email address - this will be used as the CC email address when emailing invoices, as well as being the 'reply to' email address for customers)
2) Click Update to save the change
As soon as a Sales Invoice or Credit Note is posted through any of the Invoice Production screens, they will be available for emailing.
Each Sales Invoice/Credit Note entered is listed in the sequence in which they were entered.
Editing a Narrative
Before emailing, should you wish to edit the narrative of an invoice/credit note entered through the Invoice/Credit Note entry screen, double click on the narrative and amend as required.
Please note: this option is not available to "Product Invoice entries" or to "Multi Vat Invoice Entries"
An index number is automatically assigned to each transaction, as a sequential entry number. This does not print on the actual invoice.
Should you wish to preview the selected invoices/credit notes on screen prior to emailing, select the "Preview" button. Continue clicking "Next" to view each invoice/credit note selected.
When ready to email the invoices/credit notes, select "Email (Direct)".
A confirmation message will confirm that the email submission was successful. Please allow an hour for recipients to receive their emails.
Need help? Support is available at 01 8352074 or firstname.lastname@example.org.