Setup of Customer HTML Statements

How to Set Up Customer HTML Statements for E-mailing

1. In the main menu, navigate to Customers > Customer Management. Select the Customer to be emailed and navigate to the Details tab.

2. Type E in the Print Statement field.

3. Ensure there is a valid email address in the E-mail field and click Save.

4. Open the Report Configuration window by navigating to Administration > System Setup > Report Configuration in the main menu.

5. Locate the required report (see Searching Records) and navigate to the Email Setup tab.

6. Change the Email field to Y.

7. Change the Source and To fields to Customers.

8. In the Body field select from the fields from the column at the right-hand side of the window to enter default messages at the end of the statement, e.g. Branch Name, User Id and position. Click Save.