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Hello everyone
I'm trying to send out customer statements by EMail
but when I go to Print Receivables statements I can't see the option to tick Email Option
Using GP 2016
appreciate any help
thanks
Nihad
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Hi Nihad
There are a few setup items you need to do
Microsoft Dynamics GP > tools > setup > company > email settings
complete this window with the document types you wish to send out
Next click on Sales Series in the Enable Email section
In the Sales Email Setup window be sure to mark the box for Customer Statement and assign your message ID
Next do your customer setup by adding their email address and also enabling the statements and the document format you wish to send out
You should now be able be able to see the email icon on the print receivables statement window.
Have you modified a word template or are you using the out of the box template?
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