The option allows you to send Statements to Debtors in a single batched process. This option is found in End of Month Reports > Batch Send EOM Statements. This option will appear where your site has the Batch Send functionality.
Before emailing the statements run the Debtors Aged Trial Balance Summary Report from this screen to check which clients will receive a statement.
Clients with ‘*’ indicate that although the client is marked to receive batch emailed statements there is no email address or personnel to receive the statement. The personnel at the client must be updated to ensure there is at least one email address to receive Customer Statements.
E.g.
When no clients have ‘*’ in the report select the Batch Filter if required then press OK. Update the email addresses if you require. These default from the Branch Masterfile but can be updated for each batch run of statements.
Expedient will display a count of the clients to receive the statements. Click Yes to continue.
Expedient will email the statements to the clients and show the following message.
A log report will be sent to the email address identified in the Branch Masterfile for the User.
The log report lists the clients and the email addresses that were sent a statement during the batch send process, plus any clients that could not be sent a statement because no personnel were found to receive the statement, or there was no email address.
