Adding or Modifying an Email Message

If you often send email messages with the same content, you can save yourself time by creating a standard email message.

You identify each email message with a unique 16-character Message ID code. When you select Customer as the delivery method on the A/R Statements/Letters/Labels screen or the A/R Invoices screen, you can select the code for the message you want to send with the statement, letter, invoice, or receipt confirmation.

Tip: You can use variables in the Email Subject field and the body of the email message to insert customer-specific or company-specific information in the email. For more information, see Email Message Variables.

To create a message that you can use with emailed statements, letters, or invoices:

1. Open Accounts Receivable > A/R Setup >  Email Messages.

2. In the A/R Email Messages screen, click Create New.
3. Select the Message Type (statement, invoice, or letter).
4. In the Message ID field, enter a code to identify the message.
5. In the Description field, enter a description for the message.
6. In the Email Subject field, enter the subject line you want to use for the email message.
7. In the Email Message field, the body of the email message.
8. Click Save.

To edit an email message:

1. Open Accounts Receivable > A/R Setup >  Email Messages.

2. In the A/R Email Messages screen, enter the code for the email message you want to change.
3. Make your changes.
4. Click Save.

To delete an email message:

1. Open Accounts Receivable > A/R Setup >  Email Messages.

2. In the A/R Email Messages screen, enter the code for the email message you want to delete.
3. Click Delete.

Published: September 11, 2020
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