Email Customer Statement

Email Customer Statement

Email Customer Statement

From the Customer Card it's possible to Email Customer Statement.



In Report Output you determine how the result is to be presented:



Report Output options:


Using the Standard BC setup the customer will receive an email like this:



Note
For this to work a Document Layout must exist for the Customer. See instruction at end of this document.

Tips
In case you want to Email Statement to multiple Customers, remove the filter in the request page.

Schedule E-mail

If you want to schedule (a job queue entry is created to handle the e-mailing) you can use this option:



After filling in various fields in the request page you will be prompted like this:



If you accept with Yes, a job Queue entry is created and the e-mail is executed in the background.
If you select No, a Job Queue Entry is created with status = On-Hold. You can then select a date/time for it to run.



Email History

From Customer card select Related -> History -> Sent Emails





Document Layout

To use this Email functionality a Document Layout record must exist for the customer. Like this:



  1. Email Attachment Layout: this is the document format that will be attached to the email.
  2. Email Body Layout: this is the document that contains the information that will show in the body section of the email.
Tips
If you want to change Email Body Layout you can export the layout, update it and then import it again.


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