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E-mailing a Report

You can e-mail reports, invoices, purchase orders, reminder letters, and so on, without using an external e-mailing service.

To e-mail a report

1. Go to Gateway of Tally > Display > Accounts Books > Ledger .

2. Select the required ledger account from the List of Ledgers .

3. Click M : E-Mail on the Ledger Vouchers screen to open the E-Mail Report screen.

4. Press Backspace on the Mailing Ledger screen to modify the parameters.

o Select the required E-Mail Server from the list of Common Mail Servers . The Server Address field displays the SMTP server address and port number according to the E-Mail Server selected.

o Set the option Use SSL to Yes .

o Set the option Use SSL on Standard Port to No . The option is set to Yes only if Hotmail is used as the e-mail server.

o Modify From and From E-Mail Address , if required.

o Enter Authentication User Name and Password , if required.

o Select the required Format .

o Select the required Page Size .

o Select the required Page Orientation .

o Enter the e-mail address of the intended recipient in the To E-Mail Address field.

o Enter another e-mail address in the CC To (if any) field, if you want to send a copy of the same e-mail to more than one recipient.

o Modify the Subject , as required.

o Enter E-mail message (if any) , if required. This will precede the report in the recipientā€™s mail program. There is a limitation of 256 characters to this field.

o Alternatively you can click T :Select Text to define and select the e-mail message to be pre filled in the e-mail.

o Select the format in which the Information Sent can be viewed.

o Set additional mailing configurations, as required.

5. Press Enter to e-mail the ledger.

Note : While sending a mail from the print mode, if the number of copies is set to a certain number, then the same number of copies will be e-mailed. On the other hand, while sending a mail from a different mode, only one copy will be sent.

See Also

E-mailing reports in PDF format

Mass Mailing