Send an email

You can send two types of email from within Smile:
  • a blank or stock email—free-form text or a pre-existing email message, for example, a usage alert.
  • an email with attached documents—for example, invoices, receipts and credit control notices.
Tip: To create a blank or stock email, on the Account menu, click Send Email... The pre-existing email messages are configured by your Smile administrators.

This task explains how to send an email with an attached document to a customer.

  1. Search for the account of the customer you want to email, then double-click the account entry in the search results.
    The Account summary page is displayed.
  2. On the Account Menu Tree, click Transactions.
    The Transactions page is displayed.
  3. Double-click the relevant transaction.
    The transaction detail page is displayed.
  4. If required to do so, select the appropriate stationery from the Stationery drop-down.
  5. Click Email.
    The email window is displayed.
  6. Complete the fields in the window and click Send.
    The email is sent and the transaction detail page is displayed.