Setting up the email message
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 Customer | 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.
When you generate statements, you have the option of automatically emailing the statements to account holders. Use the email message set up screen to define the subject, body text, and signature of the emails that Store Manager sends.
To set up the email message:
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Click Accounting Defaults. |
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Edit the email subject, body, and signature as required. |
Note: In the Subject, <ClosingDate> is a variable that pulls in the Closing Date that you used when you closed the billing cycle.
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Click OK to save your changes. Click OK to confirm. |