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Email Statement

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Danny View Drop Down
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Joined: 30-Nov-2010
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    Posted: 17-Apr-2012 at 05:14

If your email statement is not working you need to give us a call and we will setup for you.

Here is how to email statement

1.       Setup Email Statement Customer : Goto customer control bring up the customer you want to setup to email statement, put in the customer email address (make sure email address in Account and Email Statement is ticked), please see example below

 
 

2.       Email Statement To Customer : Go to Report > Email Statement

Select email statements and hit the display button, now you should see the list of customer you have setup to email statement. If not please refer to step 1 . now you can select who you do/don’t want to email statement to by ticking the box next to the customer code (also you can use the Select / unselect all option available at the bottom) simply click start when you are ready to send. Please see example below :

 
 
   3.To attach a file to all statement you email to customer > go to email statement > settings > attach file > select file and click store setting Please see below.
 
 

 



Edited by Danny - 17-Apr-2012 at 06:17
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