How to send E-mail from Tally Prime
Step 1: For email sending from Tally Prime configure your email setting by
login in your email ID by
app or Google.
ü After login email id
Process 1: Click on “Dotted Point” like this screenshot:
Process 2: Then click on “Account” like this screenshot:
Process 3: Then click on “Security” like this screenshot:
Process 4: Then Scroll down and Click on “Less Secure app access” like this screenshot:
Process 5: Click on “ Off ” then enable it like that screenshot:
Ø Finally it is enabled after writing “Updated” Now you can go for Home of Your email.
Step 2: Then first you have to reach that Bill or Invoice which you want to email from Tally Prime. Like, I want to email the sale Invoice to customer.
For Example, I want to email following
Process – GOT > Daybook > Select Sales Bill > Enter
Ø For Email this Sales Invoice Follow Step
Step 3: Press “Ctrl+M” on Sales Invoice
Ø After that a new emailing
box screen appear
like that following screenshot:
Step 4: Click on “Create”
After clicking on create new screen appear like this following screenshot:
Enter your Email ID/Hotmail ID/Yahoo Mail ID/Outlook ID in Email From section
E-mail from – Type your email
Id like, I type firstname.lastname@example.org.
Show additional options
– Set to this option
“Yes”. For more details
Username (for authentication) – It is Autofill
by your email ID. Leave it.
E-mail Server – Select your server type
from list like, I select
Server address – this Autofill according to server type
Port Number – It is Autofill
according to your server type.
Use SSL – It is by
default Yes” leave it secure sending
Use SSL/TLS on standard port – It is set
to “No” for using Gmail server. If you use other server like Hotmail, Outlook, Yahoo mail etc then
set to option “Yes”
Fill above details like following screenshot:
After filling all option press Enter or Ctrl+A
Then you return to email
box fill next option like,
E-mail to – Here, There are
two option first “Multiple Address”
second “New Address”
Addresses – This option is useful when you send email
to two more than two persons or
customer. For use this option press “Enter” on it then fill one by one email Id of your
all customers like following screenshot:
After filling all
customers’ email ID click
on “End of List”.
New Address – This option is useful when you send email to one person or customer. For use this option Press “Enter” on It
then fill the email of your customer like following screenshot:
After filling customers’ email ID Press”Enter”.
After filling all above
details screen will appear like this screenshot:
Note: If you have a message
for customer then type it in message
Press “Ctrl+A” for emailing
Press pressing “Ctrl+A” a new screen appear like
that following screenshot:
Ø If you want Configure
you email then Press “C” in this screen.
After press “C” new screenshot appear like this screenshot:
Ø Enable that option which you want to show in email document or PDF
like I want to send email as PDF format
then I enables it.
Ø For Enable PDF format emailing, Scroll down then Press
Enter on the option “File Format” and
select PDF (Read-Only Document) like that following screenshot:
Press “Enter” on PDF and then Press
“Ctrl+A“ to return mailing
After return in email Box screen click on “E-mail” like that following screenshot:
Ø After clicking on “E-mail”. A new
screen appear like this following screenshot:
Ø Enter your Email “Password”
the Press Enter.
Ø After sometime email are
sent to your customer.
– Backup means copy the data from any particular
device into other secondary device like HDD,
SDD, Pen drive, Cloud storage (Google
Drive, Dropbox) etc.
recommended that you take a regular backup of your company
data to any other Secondary device for Protect against your data
losses. By using Backup feature in Tally
Prime, you can be prepared for any reverse event, such as a virus attack, a
hard drive crash, and so on.