Setup Paperless AR Statement Delivery SOP

SUGGESTED

Is there an SOP available to set up Paperless AR Statement Delivery only for specific customers?

Parents
  • 0
    SUGGESTED

    Once paperless office is setup,  each customer that is desired to have electronic delivery is set up from customer maintenance.  There is a paperless button on the main tab for older versions.  For 2020(maybe 2019) and above it can be found on the MORE button.

    If you go to the help topics you can find instructions for the specifics of enabling a customer.  Check the index for paperless office and setting up.

Reply
  • 0
    SUGGESTED

    Once paperless office is setup,  each customer that is desired to have electronic delivery is set up from customer maintenance.  There is a paperless button on the main tab for older versions.  For 2020(maybe 2019) and above it can be found on the MORE button.

    If you go to the help topics you can find instructions for the specifics of enabling a customer.  Check the index for paperless office and setting up.

Children