Before proceeding, ensure that you have added your email address in Preferences.
Please Note: When sending a group email, each message will be sent individually to protect the recipients' privacy.
From the Contact List:
- If desired, click and select Filter from the drop-down options listed to filter (See Customize the Contact List for more information on filter options).
- Clicknext to once or more name, then from the toolbar, click .
From the Contact Profile:
- From the profile toolbar, click and choose either Primary, Secondary or Partner.
- To attach an invoice, first, click on theAccount & Invoices tab and select up to 5 invoices. Then from the profile toolbar, click and choose Selected Invoices.
- Under the Contact Information section on the Main tab, click next to the desired email address.
From the List Builder:
- From the List Builder toolbar, clickand select a list.
- Clicknext to one or more names, then from the toolbar, click .
From the Invoice Log:
- If desired, click and select Filter from the drop-down options listed to filter by a specific Date Range, Invoice Type, Discount Type, Name or Has Non-Recovered Tax, (or choose Clear Filters to remove any filters set).
- Clicknext to one name, then from the toolbar, click .
- Download Free Images & Templates to use when sending email messages and more!
- Watch the quick video for additional help with Downloading Images from Google Drive.