Available to Accounting Basic, Accounting Premium
Patriot Accounting lets you email a credit memo directly to your customer as a PDF attachment. Credit emails automatically pull in the email address(es) saved on the customer record, and you can send to up to five different email addresses.
Email a Credit After Creating It
After you create a credit for your customer, you'll land on a confirmation page with links to various actions for that credit.
Click Email.
You can also find a customer credit by going to the customer record and clicking the Credits tab.
Review and Send the Credit Email
You'll see a preview of the credit email, formatted according to the template you set up on the Templates page. You can still customize the content of this specific email if needed.
Click Send Email.
A PDF of the credit memo will be attached to the email.
Tracking and Email Delivery Details
You can view the status history of a credit email, including the date and time it was sent.
Credit emails are sent from Patriot Software's own email servers, not your personal email account, so they will not appear in your personal "Sent Items" folder. These emails come from the address [email protected].
If your customer replies to a credit email, the reply goes to the email address you entered in your Email Preferences (or a custom reply-to address you set on the Email Preview page), so you will still receive customer replies.