Emailing Credits

Before you begin

• Ensure you have the system permissions required to email credits.

Note: Credits are automatically emailed to the customer, once approved.

Steps to take

1. In Credits, open the Find Invoice/Credit window and select the Search Existing Credits tab.

2. Select the ‘Approved’ credits that you wish to email.

 (Selecting multiple credits is supported)

3. Press the Email button to generate the emails and attach the credit notes to their respective emails. (If non-approved credits are also selected, credit notes will not be generated and attached for them)

This will open multiple instances of outlook depending on how many different credits’ customers are selected.

(Customers’ name will be shown in the ‘To:’ box if their email addresses are unavailable. It is the users’ responsibility to check it the customers’ email addresses are correct or not)