Setting up your email

1. Open Outlook.
2. In the toolbar, click the Billing drop-down and choose Bills Ready to Print.
3. Click Search.
4. Click the checkbox for a client who has an email address displayed in either the Email or Is Invoice Email column.
5. On the Tasks bar, click Send via Email.
6. Ensure you have created your Creating a new email template for emailing invoices, debtor statements or other documents.
   
   In the Email account to be sent from section:
   
   • The Email account column is blank the first time you come into this screen.
   • (AE) - You can scroll through the Company column to see the list of companies assigned to the contacts you have selected if you have more than 1 configured.
   • To select the email account, click the Email account drop-down. A separate email can be assigned for each company in the list.
   • Emails in this list are retrieved from your Microsoft Outlook profile.
   • We’ll remember the most recent email you selected.
   • You can use the Configure a shared or Delegate mailbox to configure your mailbox settings.
     

     

7. Either:

• • To send your bills, click Finish.
  • If you're not ready to proceed with the email process, click Cancel.

The email address you use for sending emails is taken from your Outlook profile. Once the email details are filled out, we'll remember them for next time.

For Document Manager (DM) sites, the approval workflow requires the personal email account to be set up under Employees > Personal tab.

1. Open Outlook.
2. In the toolbar, click Contacts.
3. Click the checkbox for a client which has an email address displayed. 
4. On the Tasks bar, click Mail Merge Wizard.
5. Click the checkbox for a client who has an email address displayed in either the Email or Is Invoice Email column.
6. Select Email as the mail merge method.
7. Click Next.
8. Either:
   • select an email template, or
   • to create an email template, click Creating a new email template.
9. Click Next.
10. In the Email account to be sent from section:
    
    • The Email account column is blank the first time you come into this screen.
    • (AE) - You can scroll through the Company column to see the list of companies assigned to the contacts you have selected if you have more than 1 configured.
    • To select the email account, click the Email account drop-down. A separate email can be assigned for each company in the list.
    • Emails in this list are retrieved from your Microsoft Outlook profile.
    • We’ll remember the most recent email you selected.
    • You can use the Configure a shared or Delegate mailbox to configure your mailbox settings.
      

      

11. Either:
    • To continue with the mail merge, click Next, make your selections and click Finish.
    • If you're not ready to proceed with the email process, click Cancel.

The email address you use for sending emails is taken from your Outlook profile. Once the email details are filled out, we'll remember them for next time.

For Document Manager (DM) sites, the approval workflow requires the personal email account to be set up under Employees > Personal tab.

The selected email address is validated against your email profile. For example, if you have selected to send bills or documents from the Company email address, but your email profile has not been given access to that email address, then you will not be able to email bills or documents using that email address.

1. In Shared mailbox/On behalf of, enter the name of a shared mailbox or delegate email address.
2. Click the Send using drop-down and select the authorised email address.
   

   

   
   
   
3. Click OK. The entry is saved.
4. Click the Email account drop-down and select the shared mailbox.
   

   

   
   
   

To check if your email account is authorised, press [F1] in Outlook.

If the correct email address isn't showing in the Email details window, you can add a secondary profile.

1. In the Email details window, click Back.
2. Close and reopen Microsoft Outlook.
3. Select the Outlook profile with the email address you want to send from.
4. In the Mail Merge wizard, click Next.

5. Select an email from the Email account drop-down.

Clicking Finish, you'll see a message showing the number of invoices or documents sent and not sent.