E-Mail a Supplier Statement

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 Statement > Statement > Select the appropriate parameters for what Transactions to include > View Statement > Email Statement

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You will now be given a pop-up screen to set the parameters for the E-Mail. The “To” Field will be automatically populated with the E-Mail address specified within the Contact Details for that Supplier, however, if they do not have one or you wish to use another you can simply type directly into the field yourself. At the bottom you can choose to attach further documentation, and to save some time you can specify what E-Mail Template you will use on this occasion, if you have previously created one.

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This will create a Note for the Supplier detailing when their Statement was sent.

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