Step 1: Log in to Werkrb Books

Visit  https://books.werkrb.com and log in with your credentials. From your dashboard, go to the module where your customer transaction is located—for example, Invoices, Quotations, or Customer List.

Step 2: Open the Transaction or Customer Profile

• For sending a document (like an invoice/quotation):

  1. Navigate to Sales → Invoices/Quotations.

  2. Open the transaction you want to send.

  3. Click Send Email at the top.

• For sending a direct message to a customer:

  1. Navigate to Sales → Customers.

  2. Select the customer profile.

  3. Use the Email option to compose a new message.

Step 3: Compose the Email

In the email window, you’ll see:

• To Address – Automatically filled with the customer’s email.

• Subject Line – Pre-filled (e.g., “Invoice #123 from Your Company”). You can edit this if needed.

• Message Body – A customizable template that includes your company details and transaction summary.

💡 You can personalize the email by adding a greeting, extra notes, or instructions.

Step 4: Attach Documents (Optional)

If you’re sending an invoice, quotation, or statement, Werkrb Books automatically attaches a PDF copy of the document. You can also manually attach additional files such as contracts or product brochures.

Step 5: Preview Before Sending

Click Preview to check the email format. This helps ensure your branding, document, and message look professional.

Step 6: Send the Email

Once everything looks good, click Send. The email will be delivered directly to your customer from Werkrb Books.

You can also:

• Save as Draft – Keep the email for later review.

• Schedule Send – Plan emails to be sent at a future date and time.

Step 7: Track Email Status

After sending, Werkrb Books lets you monitor email activity:

• Whether the customer has opened the email.

• Whether the attached document has been viewed.

• A complete history of communications under the customer’s profile.