Printing or emailing statements

Pre-requisites: Before you can email statements you must set up SMTP in Store Administrator. You can set up SMTP under Configuration | SMTP. You must also enter an e-mail address for the AR account in Store Manager under Setup | Account | Communication. It is possible to set up SMTP for most Microsoft email services (for example, outlook.com or 365office.com) but at this time it is not possible to set up SMTP for other email services like gmail.com. Always test the SMTP set up in Store Administrator to ensure emails can be sent and received.

Store Manager does not automatically print or email statements after you close the billing cycle. Instead, you have to manually print or email the statements for your AR accounts.

To print or email statements:

1.

Click Customer.

2.

Click Print Statements.

3.

Select the Closing Date that you selected when you closed the billing cycle.

4.

From Delivery Method, select Print or E-Mail.

5.

From Filter, select Standard or Advanced.

6.

Do one of the following:

• If you selected Standard, select the account group(s) for which you want to print or email statements.

• If you selected Advanced, enter filter criteria to select the AR accounts for which you want to print or email statements.

7.

Click Finish.

8.

If you are printing statements, enter a file name and select the location where you want to save the file.

9.

Click OK to confirm the statements were printed or emailed.