E-mailing using External (User-defined) Servers

You can e-mail reports, invoices, purchase orders, reminder letters, and so on, using an external server, as defined by the user.

To e-mail a ledger using a user-defined e-mail server

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 User defined from the list of Common Mail Servers in the E-Mail Server field.

o      Enter the name of the external server in the Server Address field.

o      Enable Use SSL and Use SSL on Standard Port, if required.

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 recipients.

o      Modify the Subject, as required.

o      Enter Additional Text (if any), if required. This will precede the report in the recipient’s mail program.

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.

See Also

E-mailing Reports

E-mailing reports in PDF format

Mass Mailing