You can send an email directly from within Gensolve Practice 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. Select Type >> Enter Name >> Enter Subject

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.