iNet: Customer e-Statement Setup

 

An e-Statement is an A/R statement that your system emails to the customer. This job aid describes how to set up a customer account to receive an e-Statement.

This job aid assumes the following:

  • your system meets the system requirements for e-Statements

  • the File Transfer Manager (FTMGR) has been configured

  • the e-Statement options have been set up in Options Configuration

More information about iNet e-Statements can be found in the online help topics. Open the iNet book and then open the
e-Statements book.

 

1

Set up the customer account: Misc tab fields

Complete the following to review the e-Statement defaults.

  1. In the Customer Maintenance window (MCR), display the customer account.

  2. Click the Misc tab. In the E-mail Information section, review the Statement and Statement Format fields. The fields default to the values set in Options Configuration.

  3. If you want to use different values for this customer, select the option and click Change.

 

2

Set up the customer account: enter the email address

Complete the following to enter the email address for the customer account to receive e-Statements.

  1. In the Customer Maintenance window (MCR), display the customer account.

  2. Click the Notes tab. From the Type list, select 10-iNet Email Statement.

 

 

  1. In the Message area, type the email address of this customer. If the customer has more than one email address that will receive e-statements, enter each email address on separate lines. Press Ctrl+Enter to go to a new line in the message area.

  2. For each email address line, you can optionally:

  3. enter a user name

  4. designate the email address as a "copy to", either "cc:" or "bcc:" (carbon copy or blind carbon copy)

Enter each line in the following format, with information separated by a | (called a "bar" or "pipe" symbol):

email|name|copy

The following are formatted examples. Just for the examples, the pipe symbol is displayed in red to make it easier to see.

billing100@xyz.com|Billing Dept

jane100@xyz.com|Jane Smith|cc

joe100@xyz.com|Joe Jones|bcc

  1. After entering the email address information, click Change.