- How do I know if I am set up to send out statements with the end of month close automatically?
- You will want to make sure that customers are set up to have the Send Option set to email for statements. Navigate to File>Customer>Master>Setup tab>General subtab>Statement should be set to "Email" and Statement Type should be set to "Regular Statement". This will ensure that the customer is set up to receive statements by email.
These fields can be mass changed so that you can set multiple customers up instead of going through each individual customer.
Next, in order to set up the automatic sending of statements when you close at the end of the month, you will utilize the Job Stream feature.
Navigate to Accounting>End of Month Closing & Journals.
Select the Job Stream Setup button.
Within the Job stream, click the Customer Statements tab at the bottom and select the Enable checkbox to activate the automatic emailing of statements.
There are different options you can also select in order to customize these statements.
Note: Statements will be queued to be sent once you select the Close Accounts Receivable button and close your end of month. If you have additional questions please submit a case to DDI Support.