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You can set a range of debtors to send statement and invoice notifications to. For example, you may want to split a large set of statements into smaller batches to lighten the load on your server, or you may need to resend notifications to specific debtors.

To set a notification range:

Select Debtors > Debtor Statements... from the Synergetic main menu.
Either generate a new statement run, or select an existing statement run. See Generating debtor statements AnchorH_32456H_32456 (on page ).
Store the statements in the database. See Storing statements in the database AnchorH_32470H_32470 (on page ).
Generate and store invoices if required. See Generating and storing invoices AnchorH_32475H_32475 (on page ).
Authorise the statements and invoices. See Authorising statements and invoices AnchorH_32472H_32472 (on page ).
Click Image Removed Image Added.
The Set Notification Range for Statements / Invoices window is displayed.
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Use the Search and Filter functions to find the group of debtors you want to send notifications to.
If notifications have already been sent, use the Clear Notified Date buttons to remove the notification date so notifications can be re-sent.
Click Image Removed Image Added to set the selection of debtors Synergetic should process notifications for.
The Debtor Statement Print window is displayed with Range Active printed below the Image Removed Image Added button.
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Set Notification Range for Statements / Invoices key fields and buttons
Note: If a recipient has both a statement and an invoice, they are displayed alongside each other.
Recipient area fields

Field	Description
Search	Search for a recipient by name.

Recipient grid area fields

Field	Description
Recipient	Name of the statement recipient.
Debtor ID	Debtor ID of the statement recipient.
ID	Synergetic ID of the statement recipient.
Notify	Method used to notify the recipient.
Notified	Date the recipient was notified of the statement or invoice. Note: This field is blank if the recipient has not been notified, or the notification has been cleared so that emails can be re-sent.
Email	Email addresses the notifications have been sent to, or will be sent to if the notifications have not been sent yet.

Buttons

Button	Description
Image RemovedImage Added	Filter the recipients displayed in the grid by: whether or not they have been notified their notification method whether or not they have unpaid charges on their statements inclusion in a tag list their surname selecting an individual debtor. Image Removed Image Added
Image RemovedImage Added	Go to the first recipient.
Image RemovedImage Added	Go to the previous recipient.
Image RemovedImage Added	Go to the next recipient.
Image RemovedImage Added	Go to the last recipient.
Image RemovedImage Added	Go to the previous page of the statement or invoice.
Image RemovedImage Added	Go to the next page of the statement or invoice.
Image RemovedImage Added	Clear the notification date of the selected record so the recipient is sent their statement again during the next emailing or printing of statements.
Image RemovedImage Added	Clear the notification date of all records currently displayed in the grid so the recipients can be re-sent their statement.
Image RemovedImage Added	Limit the range of notifications to those currently displayed in the grid. When emailing or printing statements, Synergetic only processes these recipients.
Image RemovedImage Added	Close the window without making changes.

Versions Compared

Old Version 2

New Version 3

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