Set up your customers to enable them to receive faxed statements. The following procedure describes how to populate the Contact/Phones area on the Customer Maintenance screen and the Customer Pricing/Printing screen that are specific to this task. For more information on how to populate the remainder of these screens, see Creating Customer Records and Defining Customer Invoice Printing Options.
To define a customer record for faxed statements:
From the Maintenance menu, select Customer to display the Customer Maintenance window.
In the Customer/New field, enter part of the name of the customer whose file you want to update to display a list of matching customers. Select the customer from the list to return it to the field and to populate the remaining fields.
Under the Phones tab, select a blank line item and, in the Type field, enter one of the following:
If a customer has a specific fax number for receiving faxed statements, enter STMT.FAX
If a customer does not have a specific fax number for receiving faxed statements, enter FAX.
In the Number field, enter the fax number.
Note:If a fax number is defined in the alternative billing address information in Customer Maintenance, the system uses that fax number when sending statements and invoices.
From the Pricing menu, select Price Information to display the Customer Pricing Information window.
Under the Main tab, in the Batch Statement field, enter Fax.
From the File menu, select Exit to display a prompt. Click Yes to save the information and return to the Customer Maintenance window.
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