Printing, Faxing, and E-mailing Statements Overview

Use the Print Statements program to print and mail, fax, or e-mail statements to your customers. Be sure that you are enabled to send faxes using Eclipse. Also, keep in mind that when you are faxing statements, you are still printing copies for your own records. For more information, see Assigning Fax Devices Overview.

The Outbound E-mail companion product is required to send statements using e-mail.

Before you print, fax, or e-mail statements, you need to:

• Define the Valid Statement Cyclescontrol maintenance record.

• Define the Default/Invoice Statement Sortcontrol maintenance record.

• Set the AR.STATEMENT authorization key.

Setting up customers to receive faxed statements is a two part process. First, you need to prepare the customer records so that they can receive faxes. Second, you must define the parameters as to how they will receive fax statements. You must perform the following procedures:

• Defining Customer Records for Faxed Statements

• Defining Fax Statement Parameters

When you have set up your customers to receive faxed statements, use the following procedures to send out faxed statements:

• Faxing or E-mailing Single Statements

• Faxing Multiple Statements

• Creating or Editing Customer Statement Lists

See Also:

Fax Memo Overview