A/R Statements - Printing & Emailing

A/R Statement are printed as PDFs.   The software supports three methods for processing A/R Statements...

1. Printed 
2. Emailed 
3. Printed and Emailed

Obviously, the most efficient and cost effective method is email.  The snippet below shows an email address for a customer in the Contact file that has been flagged to receive the A/R Statement via email...

If your customers also expect to receive a copy of invoices with their statements, you can configure HITS BPOS to email a copy of each invoice when it is closed to a designated email address(es) in the Contacts file for each customer.  In the snippet above, note the checkbox "Invoice Closing" to the left of the checkbox for A/R Statements.  With "Invoice Closing", this contact will receive a copy of each invoice when the invoice is closed.

Note:  In order to email statements or invoices, you must set up SMTP emailing from within HITS BPOS.  {See SMTP Email Setup for more information on emailing from within HITS BPOS.}

For complete instructions on printing or emailing A/R Statements, view the video tutorial at the link below...

A/R Statement Printing & Emailing