Attaching Files / Messages with E-mail Statements
- From the main screen of Retailer, click on Customers -> Customer Statements.
- Click on Setup.
- In Path under PDF Location relates to where PDF statements are saved. Leave this setting unless you have a specific reason to change it.
- Under Attachment Location, click on the
button. Navigate to your file, select it and click Open.
- Under Direct Mail E-Mail Address, leave E-Mail as is unless you are using the Direct Mail Solutions service.
- Under E-Mail Settings, type in a subject and/or an accompanying message.
- Click Save and Close.
Related Articles
Using Direct Mail Solutions for Customer Statements
Direct Mail Solutions is an Australian mail house that can manage the printing and bulk mailing of your customer statements. Please contact Direct Mail Solutions if you're interested in their services before attempting to send statements using this ...
Using Mail Merge in Microsoft Word to Send Bulk E-mails
With a customer file created through the Marketing Tools function of Retailer, you can send a mass e-mail to those customers using the Mail Merge function in Microsoft Word. Create a Customer File Before performing the mail merge, you will need to ...
Emailing Customer Statements
Before trying to email statements you must you have all your email account settings set up correctly. For more information on this, click HERE. Enable Customers to Receive E-mails From the main screen of Retailer, click on Customer -> Customer ...
Emailing Subagent Statements
This is for Newsagencies Only Before trying to email statements you must you have all your email account settings set up correctly. For a guide to email settings, click HERE. Enable Subagent to Receive E-mails From the main screen of Retailer, click ...
Processing / Ageing Statements (Print / Preview / Email)
We have a video guide on how to generate customer statements for your account customers - ? Generating Customer Account Statements Considerations Customer statements are generally printed and sent once a month and are only used if you have customer ...