Statement Type
Select a statement type -- Invoice or Activity:
Invoice statements include all open invoices with payments, if any, and their corresponding balances. Quotes and orders never appear on an invoice statement.
Activity statements include all sales invoices, payments and orders with a customer deposit for a specific period of time; a running balance is included. Quotes never appear on an activity statement.
From: __ to:
These fields appear only if you select Activity as the Statement Type. Enter the date range of the Sales Journal transactions you want to include on the statement.
Select the space bar if you'd like to enter a date using AccountEdge's Calendar window.
Email Address
The field displays the email address for the selected statement. This email address is the first one entered for the customer in the Card Information window -- Profile view. If the first entry in the Email field is a blank entry, then the second email address is selected and so on. If there are no email addresses for the customer, the Email Address field will be blank. (The Email Address column will also be blank for the customer.)
If you wish to use a different email address enter it in the field or click the Search Arrow to choose a different email address you've entered for the customer in the Card Information window -Profile view. (If you change the email address, you'll be asked if you want to update the Email address field of the Card Information window.)
Subject
The text that displays here will appear in the subject area of the email for the selected statement; you can change it if you wish. To change the default entry that you'd like to use for the email subject and/or message for all of your emails, click the Email Defaults button.
Message
The text that displays here will appear as the message that accompanies the selected statement; you can change it if you wish. To change the default entry that you'd like to use for the email subject and/or message for all of your emails, click the Email Defaults button.
Advanced Filters button
You can further widen or narrow the list of statements and customize your form using Advanced Filters; click the Advanced Filters button to open the Advanced Filters window - Print/Email Statements.
Use the selections in the window to choose a statement type -- invoice or activity (See Statement Type field description). Other options include: choose one customer or All Customers, choose customers using Identifiers and Custom Lists, include customers with zero balances and add finance charges to the amount due on the statement.
If you want to customize the form you want to email, click the Customize button in the Advanced Filters window.
Checkmark (Email) column
This column is used to designate which statements you wish to email. All statements with a mark displayed in the Email column are marked to be emailed; if you don't want to email a specific statement, click the mark to remove it. If you wish to email a specific statement and a mark doesn't appear in the Email column, click the column to add it. Click the gray box at the top of this column to mark all the statements in the list. Click again to clear all marks from the Email column.
Customer/Balance columns
The list displays summary information about all statements you selected in the Email Statements window - To be Emailed view, including the customer name and current balance. If you wish to display the Card Information window to view or change detailed information about a customer, click the zoom arrow next to the customer's name.
Email Defaults button
Click this button to open the Email Defaults window. Use the window to change the subject and/or message that will appear on all of the emails that accompany the statements you send.
Send Email button
Click this button when you're satisfied with the statements you've selected to email. When you click this button, the Email dialog box for your computer will appear; click OK to email the statements.
Cancel button
Click this button to close this window without saving any changes you made.