Help · Letters

How to register or write a letter

New in v0.20: register a letter you have received, or write one from a template with merge fields.

Who can do this: Admins and Accountants. Viewers can open it but not change anything.

Steps

Step by step

  1. Letters → New.
  2. To register a letter received: enter the sender, date, subject, reply-by date and owner, and attach the scan.
  3. To write a letter: choose a template; merge fields fill in names, addresses and references.
  4. Save. The letter appears in the register.

Need a hand?

WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.

Contact support