If you have access to E-mail Statements in Back-office, you will be able to send customer statements to one or several customers via e-mail. 


NOTE: Customers Statements can only be sent by E-mail using the Microsoft Outlook Application. Microsoft Outlook must be set up as your computer email client.




STEPS: 


1. In Advantage Back-office, click the left sidebar menu.

2. Click on the Customers menu

3. Open the E-mail Statements module.

4. Select a month-end from the drop-down list.


NOTE: You can learn How do I do a Month-End procedure?


5. If required, click on the three dots next to "More attachments" to browse for an additional file that you would like to include with the e-mails:


6. You can choose to select a Statement message from the drop-down list.


NOTE: Learn How can I add or change customer statement message/s that is e-mailed with their statements?



NOTE: Customer Statements can only be sent if the Customer's "Accounts E-mail" field has been completed. You can complete the E-Mail Address by:
1. Entering the e-mail address into the E-mail Address field: 
2. Enter the Accounts E-mail address into Customer Catalog by following these steps:
-  How do I search for a customer? 
- Click on the Addresses tab.
- Enter the e-mail address in the Accounts E-mail field.
- Press the "Tab" button on your keyboard
- Click on the Save button in the navigation bar:


7. You can choose to type a message in the Message text block:


8. If you would like to see ALL customers' statements (including those with a 0 balance), tick the "Show Zero Balance Statements" option. 

9. Click on the Fetch button. 

10. The "Send E-mail" column options can be changed to Yes OR No:

  • Individually, by clicking on the "Send E-mail" drop-down list for a specific customer:


  • All at once, by clicking on the Send to All OR Send to None buttons:




11. The "Attach Docs" column options can be changed to Yes OR No:

  • Individually, by clicking on the "Attach Docs" drop-down list for a specific customer:


  • All at once, by clicking on the Attach All OR Attach None buttons:


NOTE: Learn How can I change the look of my customer statements? AND What is a quick way to attach statement transactions when sending customer statements?


12. Click on the Send E-Mails button.

13. A system message will appear: Confirm to Send E-Mails of Customer Statements?

14. Click on Yes. 

15. The e-mails will be sent, and can be found in your Sent items folder in Outlook.