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Sending emails

You can stay in touch with your contacts by emailing invoices, statements, bills and more.

Setting up emailing in AccountRight

There are 2 ways you can email from AccountRight:

Need help choosing? See Choose how to send emails.

If you're using AccountRight 2015 or earlier, you can only use Microsoft Outlook to send emails.

How to email

Typically, you enter the transaction you want to email and then click Send to > Email before recording it. The transaction is automatically recorded and you can then change the default email settings before sending it.

send email

You can also send your emails in a batch. You might do this for your monthly statements or employee payslips. e.g. Sales > Print/Email Statements > To Be Emailed tab.

batch email

More details

See these topics for more details about emailing specific documents:

To email...

See

Sales (invoices, quotes and orders)

Print or email sales

Purchases (bills, quotes and orders)

Print or email purchases

Remittance advices

Print or email remittance advices

Statements

Print or email customer statements

Reports

Printing and emailing reports

Pay slips (Australia only)

Print or email pay slips

Payment receipts

Printing payment receipts

A short message to a contact

Other ways to keep in touch

Having trouble emailing? Check Email troubleshooting for a solution. If you're using a classic (v19) AccountRight version - see Fixing email issues for troubleshooting.

 

Emailing attachments

When emailing an individual sale or purchase by clicking Send To > Email in the transaction (not available for batch emailing), you can attach another document or file to the email. Just click Attach on the Email window and select the additional attachment.

email attach

Email addresses

The email addresses in your contacts' cards are used when sending emails. Click To if you have additional email addresses specified in a contact’s card which you want to use. Or you can type email addresses directly into the To field, and use a semi-colon (;) to separate multiple addresses.

Default subject and message

To set up a default email subject and message for your emails, see Set up your default email messages.

 

FAQs