AR Email Statements

About

Accounts Receivable

Invoicing

Email Statements allows you to send customer statements via email. Customers must be set up to receive Invoices by email in Customer Maintenance.

Set up

1. Configure and test Email Reports settings (done by GivenHansco) if Email Reports has not been previously setup.*
2. Activate Email Invoices/Statements functionality (done by GivenHansco)
3. Edit Customer information in Customer Maintenance.

-Add/Edit Contact including email address

-Set Contact to receive Statements and/or Invoices via email

1. Run Email Statements and click on the Setup Tab.

-Select Statement Form (ARINV)

-Modify the email format if desired. Data fields are enclosed in []. You may drag or type in additional fields listed on the right and/or customize the text.

Using the Program

1. Run Print Statements. Note the option to “Print Statements to be Emailed”.
2. Run Email Statements. Customers setup will appear in the list for selection

Tips and Tricks

• Setup Customer Email address in Customer Maintenance
• Any report is available to be sent as an attachment to email. When printing a report, select “email” as the printer from the printer dropdown list.

System Options

Email Reports Must be setup and working to process Email Statements