From Pastel Xpress or Partner 2005, it is possible to email invoices or statements to customers directly out of Pastel, either in PDF format or HTML format. [PDF being the standard]
To do this, you first need to make sure capture each customer’s email address into Pastel.
Go to Edit > Customers > Accounts and then insert the email address in the appropriate field under the General tab and save.
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
Then you need to 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.
Please note the following conditions must be met:
- For Windows XP, the facility will only work with Microsoft Outlook or Outlook Express
- For Windows Vista and Windows 7, you must be running Pastel 2009 Build 10.2.4 or later
- For Windows 7, you can use Windows Live Mail (replaced Outlook Express) or Microsoft Outlook.
Pastel v11 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.