You can send an email directly from within Audio Enterprise Manager using the Gensolve E-mail Sender.

Refer to this tutorial to see how an email template is applied: How to Send a Report via Email.

Follow the steps below to know how to create an new email template to use when sending e-mails with attachments such as invoices

1. Click on Administration >> Email Templates >> New Email Template

2. Enter Name >> Enter Subject >> Select Type

Note: In this example, we will select the Invoice Recovery. However, you can also create email templates for any of the following types:

• Appointment Reminder: Notify clients of upcoming appointments.
• Appointment Slip: Send next appointment details (time, date, location).
• Audio Quote: Send a quote-letter email to the insurer with the valid from/to dates.
• Cash Sale: Confirm a purchase of a product already paid.
• Client: General communication with a client and/or GP.
• Client Appointment: Confirm or follow up on a booked appointment (time, date, location).
• Creditor Payment: Notify a creditor of a payment made.
• Custom Forms: Share or request completion of custom forms.
• Debtor Payment: Acknowledge or confirm receipt of payment from a debtor.
• Debtor Statement: Provide a summary of outstanding balances.
• Expense: Notify or confirm an expense entry.
• Invoice Recovery: Remind debtors about unpaid invoices.
• Telehealth Appointment Reminder: Send reminders for online/telehealth appointments.

3. Use the Available Tags to customize the email as needed

4. Click on to insert the selected tag into the Subject and /or Email Text

5. Click on Save

6. The new Email Template is displayed

NOTE : If  you need to modify an existing template, click on the icon to open and update it. To delete a template, click on the icon, which will remove it permanently from the list.