New Features > Email enhancements
Email enhancements
There have been enhancements made to emailing from your AccountEdge software.
You can now email directly from your card file to your contacts, filter the types of cards, use custom lists and any information available in the card you are sending it to.
These changes are made throughout the software, where emailing is an option.
Email Enhancements - An Overview video
Emailing payment receipts
AccountEdge gives you the ability to email receipts from receive payment, receive money and debit refunds payments. You can email these receipts to multiple recipients using a customize template that you create.
Emailing Payment Receipts video
Emailing contacts from the card file
Create bulk emails directly from your card file with the ability to filter the emails using the options available within the card details, such as custom lists and identifiers. You can also filter type of card or selected cards throughout each type.
To send bulk emails
1
Go to the Card File command center and click Email. The Review Cards before Emailing window appears.
2
Select the type of card, the template and the recipients of the email. You can also use more filters by clicking Advanced Filters.
3
The list of recipients are available for you to select all of them or a selected few.
4
Click Send Email.
To send single email from card
1
Go to the Card File command center and click Card List. The Cards List window appears.
2
Select the card you want to send an email to and click Edit. The Card Information window appears.
3
Click the Action button and select Send Email. The Email window appears.
4
Select the email template being used and enter all information needed to send email.
5
Click Open to see the email before sending, giving you the option to add attachments or make any changes necessary. This will open your browser before sending.
6
Click Send to send the email as is without opening it first.
Bulk Emailing Contacts from the Card File video
Adding Additional Attachments to Emails video
Previewing an Email in Your Email Client Before Sending video
Creating email templates
AccountEdge gives you the ability to create email templates, edit existing email templates to add additional information and add detail to the email subject and message that will be sent to the recipients that you choose. You can create an email template for invoices, statements, receipts, purchases, payments, pay stubs, cards and shipping receipts.
To create an email template
1
Go to the Lists menu and select Email Templates. The Email Templates List window appears.
2
Select the tab for the type of email template you want to create.
Note if you upgraded from a previous version and sent emails the template you saved will be displayed in this window.
3
Click the New button to create a new email template. The Edit [...] Template window appears.
4
To edit an existing template select the template and click the Edit button. The Edit [...] Template window appears.
Note To delete an email template, select the template then go to the Edit menu and select Delete Email Template.
Creating Email Templates video
 
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