Set up the E-Mail Customer Statement check box on the customer card.

1. Open the Customer Card window.
   Navigate to Departments/Sales & Marketing/Lists/Customers, and then double-click the desired customer.
2. Go to the Communication FastTab.
3. Select the E-Mail Customer Statement check box.

If required, set up a scheduled event.

You can set up a scheduled event so that a customer statement is sent at a defined time.

A Navision Application Server (NAS) is required for job scheduling.

Note: In order for contacts to receive scheduled notifications, the Receive Scheduled Notification check box must be selected for the contact on the Event Contacts window.

1. Open the Events window.
   Navigate to Departments/Administration/Application Setup/Event Notifications/Events.
2. Click the Scheduled Notification field for the CUSTOMER_STATEMENT code. The Job Queue Entries window opens.
3. Click New. The Job Queue Entry Card window opens.
4. Select Report in the Object Type to Run field.
5. Enter 23019137 in the Object ID to Run field.
6. Enter JOBQUEUE in the Parameter String field.
7. Set up the scheduled event as required.
8. On the Home tab, in the Process group, choose Set Status as Ready. The status is changed to Ready.
9. Click OK

If required, set up the event so that a customer statement can be manually sent.

Note: In order for contacts to receive real-time notifications, the Receive Real-Time Notification check box must be selected for the contact on the Event Contacts window.

1. Open the Events window.
   Navigate to Departments/Administration/Application Setup/Event Notifications/Events. 
2. Double-click the CUSTOMER_STATEMENT code. The Edit-Events window opens. 
3. Select the Real-Time Notification check box for the CUSTOMER_STATEMENT code.
   Selecting this check box allows you to e-mail a customer statement from the Customers window by choosing Send Customer Statement E-Mail (PDF) on the Actions tab, in the Functions group. 
4. Click OK.