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Select a customer using one of the search options (click here to review how to search for a customer)
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Go to Account Detail for the selected customer
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In Statement of Accounts section, select invoice(s) to associate/tag with this new communication or skip to step 4
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Click the Communicate icon to create a new Communication
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Enter Issue description (required) and any other info in the Activity and Follow-up sections as necessary
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Go to the Email tab
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Enter email address or select contact email by selecting the To: button
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Complete your email
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Go to Attachments tab to select any report to attach as a PDF to the email
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Save and Send