How to send mail in tally
In Tally, you can send mail to your customers, vendors, or other stakeholders using the "Send Mail" feature. Here's a step-by-step guide on how to send mail in Tally:
Prerequisites:
- You need to have a Tally software installed on your computer.
- You need to have a valid email ID and password set up in Tally.
- You need to have a mail account configured in Tally (e.g., Gmail, Outlook, etc.).
Steps to send mail in Tally:
- Open Tally and navigate to the "Voucher" or "Invoice" screen, depending on the type of mail you want to send.
- Click on the "Send Mail" button located at the top-right corner of the screen.
- In the "Send Mail" window, select the type of mail you want to send (e.g., Invoice, Credit Note, Debit Note, etc.).
- Choose the recipient's email ID from the list of contacts or enter a new email ID.
- Enter the subject of the mail.
- Enter the body of the mail. You can use Tally's built-in templates or create your own custom message.
- Click on the "Attach" button to attach any relevant documents, such as invoices, receipts, or reports.
- Review the mail details and click on the "Send" button to send the mail.
Tips and Variations:
- You can send mail to multiple recipients by separating their email IDs with commas.
- You can use Tally's built-in templates to create professional-looking mail templates.
- You can attach multiple documents to a single mail by selecting multiple files.
- You can schedule the mail to be sent at a later time by clicking on the "Schedule" button.
- You can also send mail using Tally's "Batch Send" feature, which allows you to send mail to multiple recipients in a single batch.
Troubleshooting:
- If you encounter any issues while sending mail, check your email account settings and ensure that your email ID and password are correct.
- If you are unable to send mail, check the Tally software's settings and ensure that the "Send Mail" feature is enabled.
- If you are experiencing issues with attachments, try reducing the file size or using a different file format.
By following these steps and tips, you can efficiently send mail to your customers, vendors, and other stakeholders using Tally.