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Emailing statements and invoices
Emailing statements and invoices
To email authorised debtor statements and invoices:
- 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.
- Store the statements in the database. See Storing statements in the database.
- Generate and store invoices if required. See Generating and storing invoices.
- Authorise the statements and invoices. See Authorising statements and invoices.
- Click
The Send Debtor Statement / Invoice Email Notifications window is displayed. . - Select the Message Type.
- Edit the Email Subject and Email Body if required.
Tip: You can insert merge fields by clicking . - If you want to save the changes to the Message Type, Email Subject and Email Body for future notifications, select Update Stored Description.
- If you want to test the email notifications instead of emailing the intended recipients, select the Test Mode field.
- Either:
• enter your Synergetic user name and password.
• click to select another staff member as the sender. - If you want to send a blind carbon copy to an email address, edit the BCC Email Address field.
Note: You can select whether to send a copy to the sender using the Send Copy of Email to Yourself options. - Click
Note: The following window is displayed if you populated the BCC Email Address field.
The notifications are emailed.
The Debtor Statement Print window is displayed with a green tick next to the button.
Tip: You can see who emailed the statements and when by hovering your mouse over the green tick. .
, multiple selections available,
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