Review Statements Before Delivery window—To be Emailed view

The To be Emailed view of the Review Statements Before Delivery window enables you to select the customers for whom you want to email statements.

If you want to print statements, click the To be Printed tab.

Field Descriptions

Statement Type

Select a statement type:

■	Invoice statements include all open invoices and their corresponding balances. Quotes and orders never appear on invoice statements.

If you want to list payments, discounts and credits on invoice statements, click Advanced Filters and then select the Include Itemized Payment Details for Each Invoice option.

■	Activity statements include all sales invoices, payments and orders with a customer deposit for a specific period of time; a running balance is included. Quotes never appear on activity statements.

Statement Date

This field appears only if you select Invoice as the statement type. Enter the date you want to use as the statement date, which will be the basis for aging your transactions. Transactions dated after this date are not included on the statement.

Only include invoices up to Statement Date

Select this option if you want the customer statements to show only invoices and payments recorded up to and including the statement date.

From: __ to:

These fields appear only if you select Activity as the statement type. Enter the date range of the transactions you want to include on the statement.

Email Address

This field displays the email address for the currently selected customer. If you want to use a different email address, enter it in this field or click the arrow to select a different email address from those entered in the Profile view of the Card Information window for that customer.

To change the email address of another customer, select their name in the list and then edit this field.

Subject

This field displays the subject line for the email that will be sent to the currently selected customer. If you want to change the default subject text for all customers, click Email Defaults.

To change the subject text for another customer, select their name in the list and then edit this field.

Message

This field displays the text that will appear in the body of the email for the currently selected customer. If you want to change the default message for all customers, click Email Defaults.

To change the message for another customer, select their name in the list and then edit this field.

Advanced Filters

If you want to narrow the list of customers for whom statements will be sent, or to customize your statement forms, click Advanced Filters.

Select (to Email) column

Click in this column next to each customer to whom you want to email a statement. If you want to email statements to all customers in the list, click the icon at the top of this column.

Customer, Email Address and Balance columns

The list displays information about the customers to whom you can send statements, including their current outstanding balance.

Email Defaults

If you want to change the default subject and message that appears on all statement emails, click Email Defaults.

Send Email

If you want to email statements to the selected customers, click Send Email.

Cancel

If you don’t want to email statements, click Cancel.

Tips for this window

Related Topics

■	Sending forms

■	Customizing forms

■	Send customer statements