i would like to send a pdf customer letter as a direct mail out via email to all customers in my data base

80 Points

Posted 3 years ago

Rav, Community Manager

70,904 Points

Welcome to the Community David,

Unfortunately sending outbound letters via email is not available within Reckon Accounts at this point.

There are a number of pre-loaded letter templates (Company > Prepare letters with envelopes > Customer Letter Templates) available for you to choose from to save, print and post. Alternatively, you can customise your own letter and tailor it to your own requirements.

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3 years ago

Kwikbooks (Professional Partner)

7,420 Points

Hi David

You could try making a report on customer name & email, then export the report to excel.

Then try to import it into microsoft access and make a data base - from there you should be able to mail merge a letter to the email list.

I am not overly familiar with Access or if it will work, it was a thought.

Once in excel format you should be able to copy and paste the email address into one email to: or Bcc: line and send the letter from there.

Kim@kwikbooks.com.au

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1 person likes this

3 years ago

Arthur Bortz

622 Points

This reply was created from a merged topic originally titled Emailing all customers in my database with a PDF attachemnt.

Is there a way to email my customers with a PDF brochure

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i would like to send a pdf customer letter as a direct mail out via email to all customers in my data base

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