How to mail payment detail from tally

In Tally, you can mail payment details to your customers or vendors using the "Mail" feature. Here's a step-by-step guide:

Prerequisites:

1. Ensure that you have a valid email ID and password set up in Tally.
2. Make sure that the "Email" feature is enabled in Tally. To do this, go to Gateway of Tally > F12: Configure > Email and select the "Enable Email" option.

Mailing Payment Details:

1. Go to Gateway of Tally > Voucher > Payment Voucher (or Receipt Voucher, depending on the type of payment).
2. Select the payment voucher you want to mail.
3. Press Alt + M to open the "Mail" screen.
4. In the "Mail" screen, select the "Payment Details" option.
5. Choose the payment voucher you want to mail from the list.
6. Select the email ID of the customer or vendor you want to send the payment details to.
7. Enter a subject for the email (optional).
8. Enter a message (optional).
9. Click Send to send the email.

Customizing the Email Content:

You can customize the email content by modifying the "Payment Details" template in Tally. To do this:

1. Go to Gateway of Tally > F12: Configure > Email > Payment Details.
2. Modify the template as required.
3. Click Save to save the changes.

Tips:

• You can also attach a PDF copy of the payment voucher to the email by selecting the "Attach PDF" option in the "Mail" screen.
• Make sure that the email ID you enter is valid and belongs to the customer or vendor you want to send the payment details to.
• You can also use the "Mail" feature to send other types of documents, such as invoices, credit notes, and debit notes, by selecting the relevant option in the "Mail" screen.