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Thread: PASTEL PARTNER NOT GENERATING EMAIL

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    PASTEL PARTNER NOT GENERATING EMAIL

    We have several companies on Pastel Partner. I can email invoices and statements without problems on two of the companies. On the other one the email does not want to generate. I use the same method in all companies, so it does not make sense

    I go to View > Customers > Monthly /Periodic > Statements, then I select
    Output Options: Email as per customer file
    Customer Account start / end: I select the customer
    Period start / end: I enter the period
    then click OK.

    The print / E-mail screen opens, I add my Email body text and click OK. Then it generates the customer statement and closes the window, but the email does not go out, nothing in my sent items. Even if I select to send myself a bcc I do not receive it.

  2. #2
    Platinum Member Neville Bailey's Avatar
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    Are you sure that you have set up the customer masterfile record correctly?

    Open the customer record. Make sure that you have inserted the customer's email address in the Details tab, as well as in the Processing tab, in both the Documents section and the Statements section at the bottom right. In addition, in the Printing field, the option Email must be selected.
    Neville Bailey - Pastel Accounting Consultant and Photographer
    neville@accountingsoftwaresupport.co.za
    www.accountingsoftwaresupport.co.za
    View Neville Bailey Photography

    *** 20% DISCOUNT ON PASTEL XPRESS / PARTNER SOFTWARE UNTIL 15 DECEMBER 2017 ***

    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

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    AneldaB (05-Sep-16)

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    Quote Originally Posted by Neville Bailey View Post
    In addition, in the Printing field, the option Email must be selected.
    That was my mistake. I missed this field. Thank you very much for your assistance.

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