Accounting AR

Prerequisite:

Set up a Default Contact Recipient for report type: Customer Statement

1. Go to the Customer / Vendor record > Cust / Vend tab > Company sub tab
2. Click ‘Auto Delivery’ button
3. Click ADD button to define a default email Recipient. A “Default Reports” pop-up window will appear
4. Select a Contact Full Name from the drop down menu (only saved Contacts for this Customer will appear in this list) and fill in an Email Address for this Contact (this is where they will receive the report designated in the next step)
5. Select Report Type “Customer Statement” from the drop down menu and a Default Report Template from the drop down menu (drop down menu populates based on selected Report Type)
6. Click SAVE.  This Contact and the associated report will appear in the Auto Delivery grid and on the Customer form > Cust / Vend tab> Reports sub tab

               This action may also be done on the Customer form > Cust / Vend tab > Reports sub tab (ADD button).  The Contact and associated report will appear in the Customer form > Cust / Vend tab > Reports sub tab and also in the Auto Delivery grid accessible from the Company sub tab. 

Email Customer Statements to all customers:

1. Click on the Accounting main menu > Accounts Receivable > Reports > Customer Statement
2. Select your Company from the drop down menu
3. Select a Branch and Department from the respective drop down menus, or select ALL
4. Choose a group of customers to receive Invoices. Options are ALL, Over 30 Days, Over 60 Days, or Over 90 Days
5. To include and send Invoices with a balance of zero dollars, click the checkbox “Include Zero Bal”
6. Click Email Report button.  A pop up window will open asking you to confirm “Send Customer Statement to all configured customers?”  Click yes to send, or no to cancel.  When all Customer Statements have been processed, a message box will briefly appear stating “Processed Successfully”

               Note:  There may be a delay of up to five minutes before the Customer receives a statement.  This procedure will send statements to all Customers selected in step 4.  To send a statement to a single Customer, see below

Email Customer Statement to a single Customer:

1. Open a Customer record
2. Click the PRINT button and select “Print Customer Statement.” A Customer Statement pop up window will appear
3. Select the Company to which the Customer belongs, the Branch, and the Department from the drop down menus
4. Choose which Invoices to include in the Customer Statement. The options are ALL, Over 30 Days, Over 60 Days, or Over 90 Days
5. To include and send Invoices with a balance of zero dollars, click the checkbox “Include Zero Bal”
6. Click the “Email Report” button. A pop up window will open asking you to confirm “Send Customer Statement for customer no: XXXXX using auto delivery configurations?”  Click yes to send, or no to cancel.  When the Customer Statement has been processed, a message box will briefly appear stating “Processed Successfully”