Customer Statement Emailing

SOLVED

Hello All,

I was wondering if there is a module that allows you to email statements to customers using the email already used in their respective customers account.. I'm sure this is an option somewhere, but i cannot find where. 

thanks,

Garrett Williams

  • +1
    verified answer

    Paperless Office is used for this. The help files contain all you need to know, but basically:

    Email settings in Company Maintenance. 

    Form level settings in Paperless Office - Setup... 

    Customer specific settings in Customer Maintenance (Paperless Office button / menu option). 

    Then use Statement Printing in the AR - Period End menu.