For the Welcome letter to send the following criteria must be met:-
The Customer must have a Credit Limit set, to check this:
Click Sales Ledger then click Customers.
Click the Credit Control tab.
To add or amend, right-click and select Modify Record.
Enter the value in the Credit Limit field then click Apply.
For the letter to be sent by Email:
On the Customer Details tab, the Send Doc By needs to be set to Email.
To amend this, right-click and select Modify Record.
Select Email then click Apply.
The customer needs a valid email address on the Contacts tab.
On the Routing tab, you need to make sure that it is set to a suitable option including Welcome Letter, for example, you could just have it set to Welcome Letters or everything depending on your Company setup.
There needs to be Credit Controller or Controller on the Customer:
Click Sales Ledger then click Customers.
Click the Details Main tab then select the Main tab.
Populate the Controller field then to add or amend, right-click and select Modify Record.
Enter the details on the Controller field then click Apply.
Note: The Controller needs to have a valid email address and Associated User.To check this click on the ... Ellipsis
If the associated user or email address is incorrect or missing that can be amended or added by right-clicking and selecting Modify Record.
Click Apply.