Email Accounts Rendered

In the Debtor Management module for Abtrac5 you can bulk email accounts rendered by client. Follow the steps below to send batches of outstanding accounts using Microsoft Outlook :

  1. Set the Group Account Rendered to ‘Client’.
  2. Set the Print Option to ‘Email’.
  3. Click on the Account Rendered link.

Abtrac 5 -Email Account Rendered Settings

Abtrac 5 -Email Account Rendered Settings

Continue reading

Five Quick Invoicing Tips

Based on support calls and emails from our customers, here are our most commonly asked invoicing queries and their solutions.

Invoice Numbers

How can I change an invoice number, and why can’t I change the invoice ID?

Invoice Narrations

Why not save time and save as default the comments you use most often?

Generate Based on Invoice

Another time saver is to clone or copy invoices you have sent previously

Accounts Upload

The two most common reasons why an invoice fails to upload


Why isn’t my invoice appearing on this statement?

Continue reading