How to Automatically Send Customer Statements?

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Hello!

I have been able to send individual Customer Statements from GP, however, I would love to know if there is a way that at once I could send automatically the statements to all clients with overdue accounts ?

Thanks so much in advance!

Maylin

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Rosemary 10 on at

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Good day Maylin,

GP is able to send statements to multiple clients at once, as long as the email addresses have been entered in the customer card and the option to email statements is ticked.

You need to ensure your version of GP and Office is compatible and a genuine version of Adobe.

I am not sure how 'automatic' you mean though.

Regards

Rosemary

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Almas Mahfooz 11,009 User Group Leader on at

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If you want to send statements to customer with only single click instead of selecting each customer and hitting send email button then you need a custom form with send statement functionality which can be developed in dexterity/VSTools.

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Community Member on at

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Hello,

Thanks for the responses, yes I would like to send all the statement to the corresponding custumers with oustanding balance with just one click. Would you please give me some more tips on the process you mention?

Thanks so much!

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Rosemary 10 on at

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Hello

Have a look at this link

https://support.microsoft.com/en-us/help/903690/how-to-use-e-mail-messages-to-send-letters--statements--and-invoices

Regards

Rosemary

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