•You have the ability to E-mail customer statements to the customer's "Accounting" E-mail list.

•Unlike reports, statements will NOT automatically be sent to the customer's "primary" E-mail address unless that address is specifically included on the "Accounting" list.

 

Add'l Options Button

 

1. In the Customer Statement Setup page click the "Add'l Options" button to view a dialog box with three options.

 

a. No additional action required - This is the default setting which lets the print process operate as in the past.

 

b. E-mail statements - Will control the E-mail of statements. This feature has sub-options which control what to do when a customer does not have a defined E-mail address or has multiple e-mail addresses.

 

▪Include primary e-mail address from customer maintenance in addition to accounting e-mail addresses from contact manager.

 

If the customer has no e-mail address available:

▪Print a hard copy document (default) - entrée will E-mail whoever it can and print a hard copy for everyone else.

▪Skip the customer - Statements will only be generated for customers with an E-mail address.

 

c. Skip E-mail customers - Is useful if a printer problem occurs during a combined Print/E-mail run. A printer problem typically would not prevent the E-mails from being sent so this feature allows the hard copy statements to be regenerated without sending the E-mailed copies a second time.

 

2. Click OK when done.