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:

  1. You need to have a Tally software installed on your computer.
  2. You need to have a valid email ID and password set up in Tally.
  3. You need to have a mail account configured in Tally (e.g., Gmail, Outlook, etc.).

Steps to send mail in Tally:

  1. Open Tally and navigate to the "Voucher" or "Invoice" screen, depending on the type of mail you want to send.
  2. Click on the "Send Mail" button located at the top-right corner of the screen.
  3. In the "Send Mail" window, select the type of mail you want to send (e.g., Invoice, Credit Note, Debit Note, etc.).
  4. Choose the recipient's email ID from the list of contacts or enter a new email ID.
  5. Enter the subject of the mail.
  6. Enter the body of the mail. You can use Tally's built-in templates or create your own custom message.
  7. Click on the "Attach" button to attach any relevant documents, such as invoices, receipts, or reports.
  8. Review the mail details and click on the "Send" button to send the mail.

Tips and Variations:

  1. You can send mail to multiple recipients by separating their email IDs with commas.
  2. You can use Tally's built-in templates to create professional-looking mail templates.
  3. You can attach multiple documents to a single mail by selecting multiple files.
  4. You can schedule the mail to be sent at a later time by clicking on the "Schedule" button.
  5. 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:

  1. If you encounter any issues while sending mail, check your email account settings and ensure that your email ID and password are correct.
  2. If you are unable to send mail, check the Tally software's settings and ensure that the "Send Mail" feature is enabled.
  3. 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.