How can I send emails manually to my customers?

Select a customer using one of the search options (click here to review how to search for a customer)

Go to Account Detail for the selected customer

In Statement of Accounts section, select invoice(s) to associate/tag with this new communication or skip to step 4

Click the Communicate icon to create a new Communication

Enter Issue description (required) and any other info in the Activity and Follow-up sections as necessary

Go to the Email tab

Enter email address or select contact email by selecting the To: button

Complete your email

Go to Attachments tab to select any report to attach as a PDF to the email

Save and Send