Emailing Customer Statements

In lieu of printing customer statements to whitepaper and mailing them, there is an email feature in the statement process.  There is no additional setup involved on the WinNetStar side like there is with emailing invoices.  All that is required is that you are using Microsoft Outlook on your PC, it is set as the default email program, and it is running prior to starting the email process. 

Step 1

Prepare the customers one at a time that you wish to email statements.   Each customer must have an email address setup in the Email and Internet section of their customer master.  You can send the statement to multiple recipients by putting a semicolon and a space after each recipient (e.g. john@email.com; frank@email.com) Be sure to click Save before going to next step.

Step 2

Once the address is set up in the section above, click on the Details tab.  Check the box that reads Email Statement.  In the box to the right, click the drop down for the email address and choose the email address you wish to use.  If you wish to include invoices in the email, also check the box in that same section that reads Include Invoices on Customer Statements. Click Save and Close once you have completed these steps.

Step 3

To email statements click Customer > Customer Statements to bring up the customer statement screen.  Enter your statement period and click Fetch.

Step 4

Filter your list on just the customers with the Email Statement box checked by clicking the filter in the right corner of the Email Statement box and choose the Checked option.  This will bring up just those customers that you have opted to email statements.  Click on the Select All box then click Email Selected Statements.

You will receive the following message. Click Yes to continue or No to return to the previous screen.

Once processing has finished you should receive the message below.  You can check your Sent box in Outlook for the emails that were sent.  Click OK and the process is finished.  You may then close the Customer Statement tab or change your filter to Unchecked on theEmail Statement column and print the remaining statements.  The print process can also be done prior to the email process.