Friday, February 22, 2019

Send a Personalized Email along with a Copy of the Transaction to the Customer

To send an email to your Customer along with the copy of the transaction without manually attaching it, kindly follow the steps below:

1.      Open the transaction

2.      Go to the Communication tab > Messages subtab

3.      Click on the Email button

4.      On the New Email Message page, go to the Message tab to enter the message to your customer

5.      To attach the transaction to the email, go to the Attachments tab

6.      Mark checkbox to "Include Transaction"

7.      Click on Merge & Send to send the email

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