In order to manually send a customer statement e-mail to a customer,
you need to have done the following:
- Set up SMTP
- Set up event notifications
- Set up the events
- Selected the E-Mail Customer Statement check box on the customer card
- Selected the Real-Time Notification check box for the CUSTOMER_STATEMENT code on the Events window
- Set up event contacts for the customer statement, and ensure the Receive Schedule Notification check box is selected
To manually send a customer statement e-mail
- Open the Customers window.
Navigate to Departments/Sales & Marketing/Lists/Customers.
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Select the customer that you want to send the customer statement to.
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On the Actions tab, in the Functions group, choose Send Customer Statement E-Mail (PDF).
An e-mail containing the customer statement will be sent to the event contacts defined for the customer.