E-Mail Archives - IRIS KashFlow https://www.kashflow.com/support/kb-category/email/ Accounting & Payroll | Free Trial - No Card Required‎ Thu, 24 Aug 2023 13:49:01 +0000 en-GB hourly 1 https://wordpress.org/?v=6.4.3 https://www.kashflow.com/wp-content/uploads/2019/11/kashflow-icon-2.png E-Mail Archives - IRIS KashFlow https://www.kashflow.com/support/kb-category/email/ 32 32 E-Mailing Invoices https://www.kashflow.com/support/kb/e-mailing-invoices/ Tue, 03 Nov 2020 09:48:20 +0000 http://www.kashflow.com/?p=25 These steps explain how to e-mail invoices to your customers within KashFlow

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]]> E-Mail an Invoice https://www.kashflow.com/support/kb/e-mail-an-invoice/ Tue, 03 Nov 2020 09:40:02 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=70468 You will often want to supply your Customers with an Invoice you have raised them, you can do this via E-Mail without ever having to leave Kashflow. You can do this on an individual basis, or collectively. Individually To E-Mail an Invoice to a single Customer you will first have to get to the Invoice you […]

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]]> “Email Invalid” error when emailing an invoice with a Pay Online button https://www.kashflow.com/support/kb/email-invalid-error-when-emailing-an-invoice-with-a-pay-online-button/ Wed, 01 Jul 2020 12:22:56 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84747 Issue Trying to send an invoice to a customer and the invoice has a Pay Online Button included on it (for use with payment processors such as Stripe), however, this is failing to go through due to the error message “email_invalid”. Cause This is usually caused by there being more than one email address entered […]

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]]> SMTP Configuration https://www.kashflow.com/support/kb/smtp-configuration/ Mon, 02 Mar 2020 14:45:35 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=73586 What is SMTP? SMTP (Simple Mail Transfer Protocol) refers to the protocol most servers use to handle Outgoing Email. This standard of Email Transmission allows for external Applications and Services (such as the Mail Clients of Microsoft ‘Outlook’, Apple ‘Mail’ etc) to make requests to a server to send the emails to the target recipient. Why […]

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]]> E-Mail Template Troubleshooting – New Lines Removed https://www.kashflow.com/support/kb/e-mail-template-troubleshooting-new-lines-removed/ Wed, 20 May 2015 10:38:00 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=71519 When using our new KashFlow E-Mail Template editor, you may encounter instances of an automatic removal when you insert multiple new lines, or blank lines. This is due to the way in which the editor handles the Enter/ Return key. Basic For those who only plan on using the plain text editing sheet: Enter / Return […]

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]]> Adding Social Media Links To Your Email Signature https://www.kashflow.com/support/kb/adding-social-media-links-email-signature/ Mon, 11 May 2015 08:08:23 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=71369 You are able to add social media links to your email signatures with the aid of HTML. You will need to add HTML code to the bottom of your email body. Please see the examples below: Facebook example: <a href="https://www.facebook.com/YOURCOMPANY"> <img class="" style="width: 112px; height: 108px;" src="http://images.techtimes.com/data/images/full/41034/facebook-logo.jpg?w=200" alt=""> </a> Twitter example: <a href="https://www.twitter.com/YOURCOMPANY"> <img class="" […]

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]]> Text Substitutions for E-Mails https://www.kashflow.com/support/kb/text-substitutions-e-mails/ Tue, 24 Feb 2015 21:52:49 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=70481 KashFlow supports dynamic text substitutions in both the E-Mail body (message) and on within the Invoice PDF via the Footer and Additional Text fields. The phrase “dynamic” in this instance means that when the E-Mail or Invoice, is generated, it will then pull the current and appropriate information in regards to the Customer and Invoice it […]

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]]> BCC Yourself in E-Mails Sent https://www.kashflow.com/support/kb/bcc-e-mails-sent/ Tue, 24 Feb 2015 21:15:32 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=70478 You may want to keep a record of not just the details of all the E-Mails you send your Customers or Suppliers, but the actual E-Mails themselves. The way you would handle this in Kashflow is by BCCing yourself in on the E-Mails sent, as a default. You can enable this by: Settings > Email Options […]

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]]> The Sent E-Mail Icon https://www.kashflow.com/support/kb/the-sent-e-mail-icon/ Tue, 24 Feb 2015 21:07:40 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=70476 There may be occasions where you may want to know if particular information has been emailed, who the information was emailed to and when. Invoices and Purchases keep a record of what emails have been sent beneath their respective notes. Customer Statements and Supplier Statements use the Notes section of their respective Customer or Supplier page to detail their emails. At a […]

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]]> E-Mail a Supplier Statement https://www.kashflow.com/support/kb/e-mail-supplier-statement/ Tue, 24 Feb 2015 20:50:07 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=70473 Sometimes you may want to provide a Supplier with a document of your activity with them, Kashflow handles this by creating Supplier Statements that you can E-Mail to them without having to leave the application. You can send a Supplier Statement from going to the following area: Suppliers > Click on the Supplier you wish to E-Mail your […]

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]]> Email a Quote https://www.kashflow.com/support/kb/e-mail-quote/ Tue, 24 Feb 2015 20:25:06 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=70470 Kashflow enables you not only to create Quotes, but also  email them to their respective Customers. To email a Quote to a Customer you will first have to get to the Quote you wish to send. You can do this by two different means: Quotes > Click on the relevant quote > Click the Email symbol Customers > Click on the […]

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]]> E-Mail a Customer Statement https://www.kashflow.com/support/kb/e-mail-customer-statement/ Tue, 24 Feb 2015 17:51:07 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=70467 Sometimes you may want to supply your Customers with a document of their activity with you, KashFlow handles this by creating Customer Statements that you can E-Mail to them without having to leave the application. You can do this on an individual basis, or collectively. E-Mail an Individual Statement If you wanted to send an […]

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]]> Text Substitutions https://www.kashflow.com/support/kb/text-substitutions/ Sat, 08 Dec 2012 11:09:22 +0000 http://www.kashflow.com/?p=83 This article explains text substitutions and how to use them in e-mails and on invoices directly.

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]]> Recording E-Mail using Notes https://www.kashflow.com/support/kb/recording-email-using-notes/ Fri, 07 Dec 2012 19:47:28 +0000 http://www.kashflow.com/?p=52 This article e-mails where e-mails sent within KashFlow are recorded.

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]]> Sending E-Mail to Multiple Recipients https://www.kashflow.com/support/kb/sending-e-mail-to-multiple-recipients/ Fri, 07 Dec 2012 19:34:17 +0000 http://www.kashflow.com/?p=50 This articles describes how to e-mail multiple recipients in KashFlow

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]]> E-Mailing Supplier Statements https://www.kashflow.com/support/kb/e-mailing-supplier-statements/ Fri, 07 Dec 2012 19:21:15 +0000 http://www.kashflow.com/?p=44 These steps take you through e-mailing a supplier statement

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]]> E-Mailing Purchase Orders https://www.kashflow.com/support/kb/e-mailing-purchase-orders/ Fri, 07 Dec 2012 18:23:48 +0000 http://www.kashflow.com/?p=37 These steps describe how to e-mail a purchase order within KashFlow

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]]> E-Mailing Quotes https://www.kashflow.com/support/kb/e-mailing-quotes/ Fri, 07 Dec 2012 18:08:59 +0000 http://www.kashflow.com/?p=34 These steps explain how to e-mail a quote within KashFlow

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]]> E-Mailing Remittance Advice https://www.kashflow.com/support/kb/e-mailing-remittance-advice/ Fri, 07 Dec 2012 13:55:15 +0000 http://www.kashflow.com/?p=30 These steps describe how to e-mail remittance advice to a customer within KashFlow.

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]]> E-Mail HTML & Images https://www.kashflow.com/support/kb/adding-images-html-to-e-mail/ Fri, 07 Dec 2012 02:14:27 +0000 http://www.kashflow.com/?p=16 This articles explains how to add images and HTML to your e-mails in KashFlow.

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]]> E-Mail Templates https://www.kashflow.com/support/kb/setting-up-e-mail-templates/ Fri, 07 Dec 2012 01:36:45 +0000 http://www.kashflow.com/?p=8 Use e-mail templates to create standard e-mails to your KashFlow customers.

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