Manage cover letter text for documents sent in e-mail

Items marked with an asterisk (*) are available in Microsoft Office Accounting Professional 2008 and 2009 only.

In Microsoft Office Accounting, you can automatically include a cover letter when you send transaction documents such as invoices or purchase orders by e-mail.

You can set up a default cover letter message for each type of transaction document. The appropriate message is included in the e-mail message body every time you send a document in e-mail.

*If you are sending multiple messages at once (in a bulk e-mail operation), you can change the message for that mailing without affecting the default message.

Create or change default messages

  1. On the Company, Customers, or Vendors menu, click Manage E-Mail Cover Letters.

  2. Click the arrow next to Change default text for, and select a transaction type.

  3. In the text box, add or change the cover letter message.

  4. Click Save.

*Change the message for the current bulk mailing only

  1. Do one of the following:

    • On the Customers menu, point to Customer Lists, and then select the type of document that you want to send.

    • On the Vendors menu, point to Vendor Lists, and then select Purchase Orders.

  2. Select multiple documents on the list, right-click, point to E-Mail, and then click an option.

    Note: You must select documents of the same type. For example, on the Invoice List, you cannot select a combination of invoices and finance charges.

  3. In the Select Word Templates dialog box, select a template, and then click Select.

  4. In the text box, change the message.

  5. Click Send.

Related topics

E-Mail Templates dialog box: options and information

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