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Insider Series | Auto Send Documents

9/4/2020 - 1:10:29 PM


Send statements and invoices to your clients with speed and efficiency!

This episode is part of an ongoing video series demonstrating tips, tricks, and highlight features to help you get the most out of your Eagle Business Management Software.  In today's video, Nathaniel shows how to automatically email invoices, statements, and other documents to your clients.

Taking a repetitive task and automating it gets us excited! Whether sending statements to customers, purchase orders to vendors, or flyers to a group of customers, we know that sending out documents can be a time-consuming process. This episode explains how to batch send templated emails with a customer's report, statement, or invoice attached. Save stamps and time by automating these repetitive tasks!

This video covers how to -

  • Setup email account requirements
  • Create send modes for different documents
  • Set the send-to list conditions and queries
  • Identify report, form, or document to send
  • Setup report defaults
  • Create an email template
  • Identify the contacts the email sends to
  • Trigger the send

The Auto Send feature is part of the Customer Relations Management (CRM) module in EBMS. For more details check out help documentation. 

If you find this helpful and you'd like to continue learning how to use EBMS to its fullest capabilities, be sure to subscribe to our email list, and you'll be notified when the next EBMS Insider Series video is published.

Looking for more? Check out more episodes here.

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