File - Program Options - Schedule

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Once the forms have been assigned to the event type go to File > Program Options > Schedule Menu option

 

schedule

 

There are 8 different e-mail events that can be scheduled to happen automatically.

 

Send e-mail requesting address

Scroll up/down to select the number of days to wait after the date the item sold before sending an e-mail requesting the buyers address

Send e-mail requesting payment

Scroll up/down to select the number of days to wait after the date the item sold before sending an e-mail requesting payment

Send follow-up e-mail

Scroll up/down to select the number of days to wait after the date the item sold before sending a follow up e-mail

 

If the 'completed' box is ticked in a sale record, these e-mails will not be sent out, even if the number of days has lapsed without payment or an address being received.  This is to prevent e-mails being sent out to non-paying bidders, buyers who have picked up etc.

 

e-mail confirming initial sale

Tick to send the initial sale e-mail. This can replace or supplement the TradeMe Payment Instructions e-mail

e-mail when address is received

Tick to send the address received e-mail

e-mail when payment is received

Tick to send the payment received e-mail

e-mail when goods are dispatched

Tick to send the goods dispatched e-mail

e-mail if sale not completed

Tick to send the sale not completed e-mail