Talibro Help Center

Email customer

in Contacts

Besides emailing invoice or payment notice in Talibro Small Business Accounting Software, users can also email customers, just to say hi.

Before emailing customers, make sure you have set up Email SMTP settings. Once you have it, simply go open Customer dashboard by clicking a customer name in customer listings table and choose Email option as in the screenshot below:

Email customers in Talibro Small Business Accounting SoftwareThis should open a new page where you can format your email with markdown smartypants and include customer statement for Last Month, Last 3 months and Year-to-Date and format.

Email 2 customers in Talibro Small Business Accounting Software