Emailing, Printing & Downloading

By selecting the 'Action' button in the top right hand corner, you will have the option to download your transactions list into an Excel or CSV file as well as print and add a list view.

You can also use select the "Send Email" option to send an email directly to your customer or supplier. Tick the box next to one or more transactions and select "Send Email" in the top right hand corner.

Similar to emailing invoices, the "To" email address will come from that entered against the customer under the CRM menu option. You can cc and bcc additional emails and select a "Reply To" email from the drop-down (this is based on users set up on your account).

The message will prefill with a basic template - this can be manually amended and the attached box can be ticked to include any uploads (i.e. invoice) within the email.

Select Send. You can then monitor whether the email was successfully sent and received under the "Notifications" log in the transaction record.