Sending manual emails
How to manually send emails from Kolleno with various attachments
10 articles
- Open Items Statement for NetSuiteThe Open Items Statement for NetSuite accounts shows all open transactions including credit memos, payments, and journals for an accurate balance.
- Transactions Statement for NetSuiteHow Kolleno pulls the Transactions Statement directly from NetSuite and what it includes for NetSuite-sourced accounts.
- Attach Credit Notes/Invoice PDFs to your manual emailsWhen sending manual emails, you can attach the credit notes and/or invoice PDFs.
- How to send manual emails even if PDFs are not availableYou do not want your manual emails sendings to be blocked because your ERP is not returning the PDF.
- Choosing an Email Signature when Composing an EmailPick the right signature depending on the situation.
- How to Send a Manual Email with Attached InvoiceManually send an email from Kolleno and attach customer invoices.
- How to Manually Send an Invoice from Local Storage as an Email AttachmentThis article explains how to manually attach an invoice (or any relevant file) to an email and send it to your customer.
- Email customer statement attachmentsAttach customer account statements to emails for clearer balance visibility and faster payment reconciliation.
- Restrict outbound emails to existing Kolleno contactsEnable a per-inbox setting so emails can only be sent to recipients that already exist as contacts in Kolleno.
- Restrict email recipient suggestions to customer contactsTurn on a company-level setting so the email "To" dropdown suggests only customer contacts and hides internal Kolleno users.