Email Tab

To access this tab, select Email on the tab bar in the middle of the Customer Record form

The Email tab of the Customer Record consists of two sections: Accounts Receivable Invoices and Customer Statements.

Accounts Receivable Invoices Tab Fields

Print Paper Invoice(s): Check this box to print paper invoices.

Email Invoice(s): Check this box to email invoices. If this box is checked, you must enter an email address where the invoice will be sent.

Email Addresses: Enter the email addresses where the invoice will be sent.

Invoice Process Template: Select an invoice process template from the drop-down list.

 

Customer Statements Tab Fields

Print Paper Statement(s): Check this box to print paper statements.

Email Statement(s): Check this box to email statements. If this box is checked, you must enter an email address where the statement will be sent.

Email Addresses: Enter the email addresses where the statement will be sent.

Statement Process Template: Select a statement process template from the drop-down list.

 

When you are finished making your changes, select Save.