Steps to Print/Email StatementsThe Print/Email Statements option in Accounts Receivable is used to print the statements for customers, which is typically completed at the end of each month. With the Print/Email Statement option, statements can also be emailed to the desired customers (as a .PDF or .XLSX file attachment).
In order to email the statements to customers using the Print/Email Statements option, complete the following: 1) complete the General Options tab in the Email Manager option (if not already completed) by selecting the Enable Email Manager field and completing the remaining fields; 2) if needed, on the Email Addresses tab in the Email Manager option, add an email address to use when emailing the statements; 3) complete the Default Email Address ID field in the Report Options section on the Accounts Receivable tab in the Email Manager option, if desired; 4) select the Email Statements field in the Customer File for the applicable customers; 5) enter up to three email addresses (for Business, Personal, and/or Other) in the Customer File for the applicable customers; and 6) select at least one of the usage fields (Direct Deposit, Tax Forms, or Other Communication field) for the email addresses for the customers (the usages for which email addresses to use is specified at the time the statements are emailed).