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To email customer statements, you'll access the email feature of MYOB AccountEdge by clicking the Print/Email Statements button in the Sales Command Center. (Emailing reports and forms)
When you choose Print/Email Statements in the Sales Command Center, the Review Forms Before Delivery window appears; click the To be Emailed tab. A list of statements ready for emailing will display.
Click the Advanced Filters button to access filters that you can use to lengthen or shorten the list of statements on the To be Emailed tab. (Advanced Filters window)
Email address
If you've entered an email address for the customer or vendor, the address will appear in the Email Address column. If you want to enter or change an email address, highlight the customer/vendor name in the list and either enter a new address or click the Email Address search arrow to select a different one.
Subject and message of email
The email subject and message that accompanies the statement can also be changed, if you wish. Simply highlight the customer/vendor name in the list, and change the subject and/or message.
Note: The changes you make to the email subject and message in this way aren't saved
To change the subject or message that will appear on all of your statements, click the Email Defaults button. This will open the Email Defaults window. The entries you make in the window will be used for all of the statements you send.
Notes:
QuickTime 4 (or newer) must be installed on your computer
The recipient must have Adobe Acrobat Reader
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