Multiple - Statements
With this function you can send statements to all (or filtered) debtors.
After selecting the item in the menu, the following window will open.
Explanation of the options:
- Only Outstanding - tick this box to only include debtors with an outstanding balance.
- Limit - when you ticked "Only Outstanding" you can enter a value here to exclude debtors with a balance below the amount entered in this field.
- Only Create PDF - tick this option to generate all the statements without printing or emailing the statements. There is a "PDF Location" button at the bottom of the window to view all the PDF statements created.
- Email Statements - should a debtor have an email address, send the statement to the debtor.
- Test - this will only process the first 3 debtors to test the function.
- Email all to - if an email address is entered in this field, all statements will be sent to this email address and not the debtor.
- Status - display the status of the process.
Buttons:
- Process - Start the statement create/email process.
- PDF Location - View the PDF's created.
- Cancel - Close this window.
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