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. |