Sending Emails

Send emails to debtors using pre-configured templates to ensure consistent, compliant communication.

Detailed Reference

For complete information about email options, templates, and compliance, see Email Communication.

Click to enlarge - Email composition interface with template selection

Quick Workflow

1. Open the account and click the Email button in the action toolbar
2. Select a template from the "Using Template" dropdown
3. Verify the recipient in the "To" field (auto-populated from account)
4. Set the send date in the "On" field (defaults to today)
5. Click Preview to review the full email with merged account data
6. Click Send Now to send immediately, or use Send Later to schedule

After Sending

Sent emails appear in the Communication Tab with their current status (Scheduled, Sent, or Failed).

Related Topics

• Email Communication - Complete email reference
• Communication Tab - View all emails
• Call Backs - Follow up on emails
• Notes and Alerts - Document email activity