Scenario
User requests to sending statement of account every end of month to all customers. Instead of generate the statement and send out the email 1 by 1, user is looking for a function which can send the statement by batch via email.
Solution
you may also watch video tutorial in YouTube:
https://www.youtube.com/watch?v=4Y27UPWHg6Q&ab_channel=QNE%3AAccounting%26PayrollSoftwareMalaysia
- Go to File > Module
- Tick Batch Email Distribution. Save & Close
GMAIL ACCOUNT USER Configuration
- Get Gmail information from Settings > Forwarding and POP/IMAP > Configuration instructions
Write down the Outging Mail (SMTP) Server and Port Number
[Picture A]
2. In Security, kindly switch on Less secure apps access
SETUP EMAIL
- If you want to send email by company account, Go to Company Profile to setup email address
Click Email Setting. Enter SMTP Server and Port found in picture A (Page 3)
Most common used port for email:
Port: 465 – SSL
Port: 587 – TLS
If you want to send email by personal account, Go to Maintenance > Users to setup email address
- Key in customer email address
- Go to View > Reports > Customer Reports > Batch Reports > Statement of Account
- Click Email at upper left corner.
Select Sent by Company or User. Amend Email Body if you want
Select multiple customers. Click Send Email.
- Customer will receive the email as below together with Statement of Account
Remark:
Batch Email Distribution applies not only on Customer module, but also Sales, Purchase and Supplier modules. For example, View > Reports > Sales Reports > Batch Reports > Quotation