Adding or Modifying an E-mail Message

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

You identify each e‑mail message with a unique 16-character Message ID code. When you select Customer as the Delivery Method on the Statements/Letters/Labels screen and on 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 E-mail Subject field and the body of the e‑mail message to insert customer or company specific information in the e‑mail. For more information, see E-mail Message Variables.

  • Decide on the message ID code to identify the e‑mail message.

To create a message that you can use with e‑mailed statements, letters, or invoices:

  1. Open Accounts Receivable > A/R Setup >  E-mail Messages.

  2. Select the Message Type (statement, invoice, or letter).
  3. In the Message ID field, enter a code to identify the message.
  4. In the Description field, enter a description for the message.
  5. In the E-mail Subject field, enter the subject line you want to use for the e‑mail message.
  6. Enter the body of the e‑mail message.
  7. Click Add.

To edit an e‑mail message:

  1. Open Accounts Receivable > A/R Setup >  E-mail Messages.

  2. Enter the code for the e‑mail message you want to change.
  3. Make your changes.
  4. Click Save.

To delete an e‑mail message:

  1. Open Accounts Receivable > A/R Setup >  E-mail Messages.

  2. Enter the code for the e‑mail message you want to delete.
  3. Click Delete.