Here is a guide on how to email invoices or statements to customers directly from Pastel Xpress or Partner:
- First, make sure to capture each customer’s email address into Sage Pastel. Go to Edit>Customers>Accounts and then insert the email address in the appropriate field under the General tab and save.
- Make sure the mail software that you use is set as the default mail software under your operating system.
- Go to View>Customers>Print Document>Tax Invoice. Then change Print to, select “Email” and continue as usual, your software may ask if you want to continue to give access, click Yes.
- Go to the Processing tab for each customer and, at the bottom right-hand corner, where it says “Statements” and then “Printing”, select the option “Print and Email Statement” or “Email Statement”. Finally, to actually email the Statements, go to View>Customers>Monthly/Periodic>Statements. Then change Output Option to “Email as per Customer File” and click on OK. On the next screen, ensure that “Email Settings” is activated and then select either HTML or PDF. Then click on OK, and your emails will be placed into the Outbox of your mail client.
Pastel complies with SARS regulations regarding electronic documents. PDF invoices are encrypted with 128-bit technology and have the words “Computer Generated Document” printed on the invoices.
: [source](https://www.pastel.co.za/wp-content/uploads/2017/06/Email-Invoice-or-Statement-Setup.pdf)
