The document outlines an add-on for Tally that allows automatic emailing of various financial documents such as sales orders and invoices. Users can configure the add-on to send reports at set intervals (daily, weekly, or monthly) and to multiple recipients. A series of setup steps is provided to enable this functionality, along with a reminder to back up company data before installation.

1. TALLY
AUTO EMAIL

2. INTRODUCTION
• This Add-on facilitates user to Email Sales Order, Sales Invoice, Purchase Order, Purchase Invoice,
Receipt Voucher and Payment Voucher to Party automatically
BENEFITS
• With the help of this Add-on we can able to send reports to email automatically in daily, weekly
and monthly basis
• You can also select multiple Debtors/Creditors and automatically Email Ledger Accounts or
Outstanding Statements to them
IMPORTATNT: As a best practice it is advisable to take back up of your company data before installing the Add-
on

3. SETUP GUIDE
1. Configure your TDL file by going to Gateway of Tally  F12: Configuration  Product &
Features  F4.

4. SETUP GUIDE
2. After configuring the add-on file Go to Gateway of Tally from there has to click the “F11: Features”.
By clicking the “F11: Features” option you can able to view the following page.

5. SETUP GUIDE
3. In the above page select “Accounting Features” to enable auto emailing. After selecting
accounting features the following page will appear In this page, select “Yes” for enable set/alter
Auto Emailing details.

6. SETUP GUIDE
4. After enabling auto emailing set email details and time for creditors and debtors.

7. SETUP GUIDE
5. In this we can able to select multiple Emails and reports. There are three options in Intervals such
as Daily, Monthly and Weekly. And also time has to be fixed.

8. THANK YOU