EMAIL OUT CUSTOMER STATEMENTS Guide for accounts admin teams xxxxxxxxx
Email Out Statements
Task during 1st day of the 1st week of the month
PINNACLE / ACCOUNTING / STATEMENTS
click Generate Statements to generate the latest customers statements
once the statements are generated (it may takes a minutes to generate)
go to PINNACLE / ACCOUNTING / STATEMENTS / REPRINT STATEMENTS
Ø Filter – type “ACC”
Ø Select the latest date in LAST GENERATE (the date you Generate statements)
Ø Click SEARCH
Ø SORT AMOUNT making credits/o balances on top
Ø Click Customer and hit EMAIL. Email will automatically be sent.
Note:
do note send statements to customers CASH ACC & EBAY
Ø For the accounts that do not have an email address these need to be checked in CUSTOMER SCREEN and follow the steps in Updating / Editing Customer Details in Pinnacle
Ø If email address is already edited in customer screen go back to the Reprint Statement and send the statement to those customers that you edited already.
NOTE: If the customer does not have a fax number or email address for us to send the statement, send the details to AR manager so he/she can make a call to the customer and find a way to send the statement.
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