Overview of the Emailer Suite

The Emailer Suite product consists of three modules:

Statement Emailer - used to automatically email statements to customers, which include any paid and outstanding invoices. The statements can also be printed for any customers who do not have an email address (if required).

Document Emailer - used to batch email purchase orders/sales invoices (based on the report template selected when the module is configured) to suppliers/customers. The module can also be used to add/view attachments, comments to transactions, and to maintain addresses.

Remittance Emailer - used to email and print remittance advices for distribution to suppliers that are based on a previously defined paylist.

The suite of products needs to be configured on each user machine before being used. For more information, please see Configuring the Emailer Suite Product.

Each module is similar in look and operation:

Emailer Icons

There are standard menu items that are the same for each module within the Emailer suite (Document Emailer, Remittance Emailer, and Statement Emailer).

Icon	Name	Description
	Mail/Email Documents	Select to send emails to selected accounts.
	Print Documents	Select to print statement/document/remittance advice for selected accounts.
	Attachment Manager	Select to display the file path of a document attached to a selected account.
	Comment Manager	Select to view or add a comment to a selected account.
	Hide Criteria Panel	Select to show/hide the left-hand search panel.
	Change Connections	If the database has multiple connections, select to switch between companies.
	Settings	Select to view or update the report server details.
	Configure Reports	Select to view or update the report file path and/or edit email setting.
	Document Type Attachments	Select to attach a document to all documents of a type to be sent.
	SMTP Settings	Select to set up a new connection, or edit an existing SMTP connection.
	Help	Select to view version information about the module.