Emailing individual statements

To send individual statements by email, from the Prior Statements tab:

Select Module > Debtors > Debtor Maintenance from the main menu.
The Set Debtor Search Criteria window is displayed.

Tip: You can also access the debtor functions by clicking .
Search for the debtor. See Searching for debtors.
The Debtor tab of the Debtor Maintenance window is displayed.
Click the Statements tab, then the Prior Statements sub-tab. See the Prior Statements sub-tab of the Debtor Maintenance - Statements tab.
Select the statement.
If the statement is marked as Archived, click .
If the statement is not marked as Archived, either:
- click
- double click on the required statement
- press Alt + V.
A preview of the statement is displayed.
Click the Export to email icon .
Select the file format.
Most organisations prefer Adobe (PDF) for security reasons.
Select all pages, then choose the location and name of the file.
An Adobe Acrobat PDF version of the statement is created.
Send the file to the debtor as an email attachment.
In your email program, create a new email. Enter the debtor's email address and the subject line, then select the file you created as an attachment.

Last modified: 2/03/2016 12:04:07 PM