E-mail A/R Statements: E-mail Statements

The E-mail Statements screen allows you to fill out e-mail parameters before e-mailing eligible customers a copy of their A/R statements.

The E-mail Statements screen can be accessed from the E-mail A/R Statements screen by clicking on a Statement Date.

The fields on the E-mail Statements screen are:

Field Description
A/R Statement Date The creation date and time of the customer A/R statements you are e-mailing.
Sender Name The name of the user sending the customer A/R statements.
From The sender's e-mail address.
Subject The subject title describing the content of the e-mail.
Message Any other details you wish to included within the e-mail.

Use these buttons to complete your work on the E-mail Statements screen:

Button Function
Send Sends the customer A/R statements by e-mail to all eligible customers.
Close Closes the E-mail Statements screen without sending the e-mail and returns to the E-mail A/R Statements screen.