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E-mail Invoices, Reports, and Other Documents in TallyPrime

Using the E-mail feature in TallyPrime, you can send invoices, payslips, reports, and other business documents in formats such as PDF and XML to one or more e-mail recipients.

E-mail Invoices/Reports in TallyPrime

1. Open the invoice/report you want to share and press Ctrl+M (Current).
2. Create an e-mail profile > enter Subject.
3. For E-mail message (if any), enter a message, if needed.
4. In the E-mail screen, press C (Configure) to configure, as needed.
5. Press M (E-mail).
6. Sign in to your e-mail account using a browser or an App Password.

E-mail an Invoice with Payment Link

1. Open the invoice with payment links or QR codes > Ctrl+M (Current).
2. Select an e-mail profile under E-mail from.
3. Select your party’s e-mail address in the E-mail to field.
4. Verify and update the prefilled Subject field based on the invoice type, if needed.
5. Enter the custom message in E-mail message (if any) field.
   
6. Accept the screen and press M (E-mail).

E-mail Reminder Letters

1. Press Alt+G (Go To) > type or select Bills Receivable > press Ctrl+M (Current).
2. Open Bills Receivable report, and press Ctrl+M (Current).
3. Select an e-mail profile under E-mail from.
4. Select your party’s e-mail address in the E-mail to field.
5. Verify the Subject field. Change the subject, if needed.
6. For E-mail message (if any), enter a message, if needed.
7. In the E-mail sub-screen, press C to configure
   1. Set Report Type to Reminder Letter.
      
   2. In Company Aging Alteration screen, configure the ageing slabs as required.
      
8. Accept the screen and press M (E-mail) to share the Reminder letter.

E-mail Multi Account Reports

E-mail All Ledger Accounts

1. Press Alt+M (Share) > E-MAIL > Others.
2. In the list of Multi Account Reports, select any report, say All Ledger Accounts > Enter.
3. Select an e-mail profile under E-mail from.
4. Select your party’s e-mail address in the E-mail to field.
5. Verify the Subject field. Change the subject, if needed.
6. For E-mail message (if any), enter a message, if needed.
7. In the E-mail sub-screen, press C to configure the Multi-Account report, as needed.
   1. Change the report period to update the beginning and end date, if needed.
   2. Enable Show Narrations, Show Bill-wise details, Show Inventory details, if needed and save.
8. Press M (E-mail).

E-mail Confirmation of Accounts

1. Press Alt+M (Share) > E-MAIL > Others.
2. In the list of Multi Account Reports, select any report, say Group of Accounts and press Enter.
3. Select a group from the List of Groups and press Enter.
4. In the E-mail sub-screen, press C to configure for Confirmation of Accounts.
   1. Select Report Type and press Enter.
   2. Set Report Type as Confirmation of Accounts and save.
5. Press M (E-mail).

E-mail Dashboard Tiles

1. To e-mail a specific tile, press Alt+M (Share) > Current and press Enter.
   Alternatively, press Ctrl+M (Current).
2. To e-mail all the tiles, press Alt+M (Share) > All Tiles and press Enter.
3. Select an e-mail profile under E-mail from.
4. Select your party’s e-mail address in the E-mail to field.
5. Verify and update the prefilled Subject field based on the invoice type, if needed.
6. Enter a custom message in E-mail message (if any) field.
7. In the E-mail sub-screen, press C to configure the tiles, as needed.
8. Press Ctrl+A to save the configuration.
9. Press M (E-mail).