Defining Fax Statement Parameters

Use the Fax Memo screen to define the parameters for those customers to whom you plan to send faxed statements. The Fax Memo screen is not meant to be used to fax a single statement and we recommend that you do not use this screen for that purpose. To fax a statement to a single customer, see Faxing Single Statements.

To define fax statement parameters:

From the A/R menu, select Print Statements to display the Print Statements screen.
Use the Fax hot key to display the Fax Memo screen.
The system displays the following information:

Field	Description
Cust/Vend	The name of each customer to which you want to send a fax. To send this fax to a specific customer, type the company name in this field.
Contact	The name specified as the AP Contact in the customer's maintenance record.
Fax #	999-999-9999. When you fax the statements, the system populates this field with the fax number specified in the customer's maintenance record.
Br# Header	The home branch specified in the customer's record. The system uses this information to determine what fax header text to include on the statement.

In the Fax Time field, do one of the following:

To fax statements immediately, leave this field blank.
To fax statements at a specific time, enter that time here.

In the Priority field, press F10 and select one of the following priority levels to display on the cover sheet when the fax is sent:

Low
Medium
High
Urgent

In the Cover Sheet field, press F10 and select one of the following:

W/Document – Sends a cover sheet and a document.
Only – Sends only a cover sheet.
None – Does not send that cover sheet with the document.

In the To field, do one of the following to define the person or group to whom the fax is to be delivered:
Press Enter to accept the default recipient.
Type a new recipient.

Note: Because this information goes out to all recipients, it should be addressed to a general audience, for example, Accounts Payable.

In the From field, do one of the following to indicate the sender of the fax:
Press Enter to accept the default sender.
Type a new sender.

In the Msg field, do one of the following to determine what message is included in the cover sheet:
Press Enter to accept the default message.
Type over the message to change it.

Note: Because this message goes to all recipients, we recommend that you include a general message, such as "Here is your monthly statement."

Press Esc to return to the Print Statements screen.