Emailing from Merlin

Summary Emails can be sent direct to a client if they have a valid email address registered in  the client details screen . This page documents how you would send an ad hoc email to a client from the Reception screen. Please note - Email ad...

Summary The Report Wizard tab can be accessed via the top menu by selecting Utilities > Reports and then selecting the Report Wizard Tab. The Report Wizard screen is used to collate data from specified criteria.  This data can then be exported t...

Summary From the Debtors Screen (Finance > Debtors ) Statements and Invoices can be printed and/or emailed to clients. Details  Sending Statements and/or Invoices Run Debtors Select ' Statement and Invoicing Options '. Once selected, the...