How to Automatically Send Customer Statements?

(0) Share

Report

Posted on by Community Member

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

*This post is locked for comments

I have the same question (0)

All responses (4)

Answers (0)

Rosemary 10 on at

Like (0)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No
Suggested answer

Almas Mahfooz 11,009 User Group Leader on at

Like (1)

Report
Copy link

Link copied!

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.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

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!

Was this reply helpful? Yes No
Rosemary 10 on at

Like (0)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No