How do I email invoices to a client in Animana?

Contents

Communicating with your clients is an important activity that you do all day, every day. One of the great functionalities within Animana is that you can send emails to clients directly from Animana. This article will explain how you can email invoices to a client.

Before you start

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The sender email address needs to be set up correctly in your account via > General Settings > General Settings > Mailing. Note that you need administrator permission to be able to edit the email address. Enter your practice email in the following format:
```
Clinic <info@yourclinic.co.uk>
```
In this example, the receiver will see “Clinic” as a sender.
Enter the email address in > General Settings > Locations > field “email” as well. Here, you can use the normal format:
```
info@yourclinic.co.uk
```
We advise you to use templates for sending emails as they will save you a lot of time and will allow your staff to communicate with clients via email in a consistent way. See the Related articles section below for information on creating templates.
The client file needs to have invoices.

Step-by-step instructions

Go to the Client File.
At the top, click Unselect all and then tick the box for “Invoice”.
Tick the boxes in front of the invoices you’d like to send.
Then click the button Email Selected Invoices at the top.
The email screen will open with the selected invoices combined into the attached “invoices.pdf”.
Choose whether or not you want to use a template email. If so, you can select one at the top via the drop-down menu. See the Related articles section below for information on creating templates.
Check the email address entered in the “from” field. This field is prepopulated with the email address of the location that you are currently logged into.

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You can manually change the sender email address either by typing a different email address in the (left) email field or you can select a different email address from the drop-down menu on the right.
Check the email address entered in the “to” field. By default, Animana will have added the client’s email address. You can manually change this email address as mentioned above.
Add a subject to your email. Note that emails without a subject may not get delivered.
If you want to receive a copy of the email, tick the “send copy to sender” box. If ticked, Animana will send a copy of the email to the email address entered in the “from” field.
Enter your message text in the text box. Whether you have chosen a template or not, you can type and edit your email message here.
Select if you want to add the header and footer.
Click Send.

You will return to the Client File which will have the email added to the file.

More about this

How do I email a single invoice to a client?

Go to the Client File.
Click next to the invoice that you wish to send. That invoice will be automatically attached to the message.
Proceed from step 5 above.

Can I see which files I sent?

When viewing sent emails in the client, patient, or herd file, you can see the filename of sent attachments at the bottom of the email. This allows you to verify whether a file has – or hasn’t – been sent. This feature is automatically available for emails sent after release v6.5 of Animana; emails sent in previous versions will not show the filename(s).

Please note that the sent files cannot be opened.

Updated on 8 April 2024

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