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Emailing Overview
A feature of MYOB AccountEdge is the ability to send forms and reports by email.
You can access the email feature by clicking the Send To button in the Sales, Purchases, Index to Reports and Screen Reports windows. All sales --Quotes, Orders, Invoices and all purchases -- Quotes, Orders and Bills can be emailed. You can also send an email message -- one that doesnít contain a form or report -- using the Card Information window.
You can email forms and reports. You can access the email feature by clicking the Send To button in the Sales, Purchases, Index to Reports and Screen Reports windows and then choosing E-mail.
When you choose E-mail after clicking the Send To button, the E-mail window will appear. If youíre emailing a sale or purchase, the email address for the customer or vendor will display if youíve entered an email address for the location of the customer or vendor in the Card Information window. Also, if youíve selected a form in the Selected Form field of the Selling/Buying Details view of the Card Information window, that form will be used when the form is emailed. You can select a different form if you wish.
If youíre emailing a report, when the E-mail window appears, youíll enter the email address of the contact to whom you wish to email the report.
When you click Send, an email which has the sale, purchase or report attached as a PDF file is sent to the outbox of your email program. Youíll then send the file as you normally do using your email program.
Click below for the step-by-step procedure:
You can save an sale, purchase or report as a PDF file that you can attach to an email. You can access this feature by clicking the Send To button in the Sales, Purchases, Index to Reports and Screen Reports windows and choosing Disk. If you click Disk at the Index to Reports and Screen Reports windows, choose PDF from the list of file formats.
Click below for the step-by-step procedure:
To save a sale or purchase as a PDF file that you can attach to an email
To save a report as a PDF file that you can attach to an email
You may want to send an email message while using AccountEdge. You can do so by clicking the E-mail button in the Card Information window. If you have several locations recorded for a card, remember to simply change the selection in the Location field to access the email address for a contact at a different location.
Click below for the step-by-step procedure:
To send an email message using the Card Information window
If youíve installed fax software on your system, you can fax a form or report. You can access this feature by clicking the Send To button in the Sales, Purchases, Index to Reports and Screen Reports windows and then choosing Fax. AccountEdge will access your fax program. See the documentation included with your fax software for further information.
Click below for the step-by-step procedure:
Emailing Overview