Allday Consulting's Peachtree and QuickBooks Support Boards

Hi, thanks for building this forum! I'm glad I found it.

I'm a support engineer for a small managed services company and one of our customers uses Peachtree. He said he was unable to send emails through the software. I took a look on his machine but found no options other than global settings. There was nothing there that mentioned email anywhere. I'm guessing that there is another option window somewhere that these email settings are held in. I've never dealt with this software before so I'm kinda stuck.

Any help will be appreciated!

Sid - Netcetera

Peachtree should be able to integrate with Outlook 2003 or 2008 if it's already installed on the user's system, and use that to send the emails. Here's some info from their KB that may help:


To email from the Reports & Forms menu in Releases 2008 and later, use the following steps:

To set up e-mail option for Customers and Vendors:

1.
From Maintain, Customers, select a customer from the Customer ID list, enter an e-mail address on the General tab, and then click the Sales Info tab.
2.
In the "Form Options" select "E-mail" for the Delivery Method.

Note: For Vendors, select the appropriate Vendor, enter an e-mail address on the General tab, and click the Purchase Info Tab. In the "Form Options" select "E-mail" for the Delivery Method.

To E-mail forms through reports:

1.
From the Reports & Forms menu, select Forms, and the type of form you want to E-mail, and then click the Preview and Print button.

Example: If you want to email customer invoices, go to Reports & Forms, Forms, and Invoices and Packing Slips. On the Forms, select the invoice form you would like to Email. Click the Preview and Print button on the right side of the screen.
2.
Select your desired criteria on the Preview and Print** tab, click Refresh List button, and then select the E-mail Options tab. Under the Actions section, you may choose to both send an E-mail and also print a paper duplicate, or only send an E-mail. Choose the option you want, and Click Print/E-mail.
3.
The e-mail window will appear with the form attached. At this point, you can change who the e-mail is addressed to, the subject, or the message text. Click the Send.

If you don't want to preview each e-mail before it is sent, on the E-mail Options tab, clear the show me each e-mail before sending check box.

Note: Works with Microsoft Outlook Express®, Outlook® Express, and other MAPI-compliant e-mail programs.

**The criteria you select will largely depend on whether the transactions you are emailing has already been numbered. If the transactions are numbered, they are considered printed. Then you must determine if you intend to email all numbered invoices or choose from a range using the filter criteria within that screen. Alternately, you may choose to print all unprinted items, and this will print any related transaction that has not yet been posted, or printed with a (I.E. check or invoice) reference number.