How to Email Statement Batches
Issue
Need to email a statement batch to all clients/debtors that have email addresses and run the batch report to exclude clients with email addresses so those ones can be posted.
Solution
Follow the steps below to email statement batches to clients/debtors that have email addresses:
- Go to Accounting Form >> Money In >> Statement Batches (or Front Office > Statement Batches) and click Get Data
- Locate the statement batch you need to email
and click on
- Click Send Emails
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The Audio Enterprise Manager E-mail Sender form will open.
-
Make the necessary changes and click Send Emails
Note: If you click Cancel Send while the emails are being sent, you will be presented with a message such as the below.
-
Once the send has been completed, you will be notified with a message such as the below.
- In the Statements panel will be listed all the statements included in the batch.
Note: Check Show 30/60/90 days if you want to display these columns in the grid.
