{"id":1518,"date":"2019-07-01T20:22:30","date_gmt":"2019-07-01T20:22:30","guid":{"rendered":"https:\/\/stoneedge.com\/kb\/?post_type=ht_kb&#038;p=1518"},"modified":"2019-07-01T20:31:10","modified_gmt":"2019-07-01T20:31:10","slug":"send-statements","status":"publish","type":"ht_kb","link":"https:\/\/stoneedge.com\/kb\/articles\/send-statements\/","title":{"rendered":"Send Statements"},"content":{"rendered":"<p>Introduced in version 7.600, the ability to email customer statements as a batch increases productivity and can save you time.<\/p>\n<p>To begin using this feature, set the system parameter BatchEmailCustomerStatements to True.<\/p>\n<p>To access this feature: Main Menu &#8211; Manage My Customers &#8211; Send Statements<\/p>\n<p>&nbsp;<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-1521 size-full\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/07\/CustStatements1.png\" alt=\"\" width=\"914\" height=\"719\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/07\/CustStatements1.png 914w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/07\/CustStatements1-300x236.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/07\/CustStatements1-768x604.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/07\/CustStatements1-50x39.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/07\/CustStatements1-60x47.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/07\/CustStatements1-100x79.png 100w\" sizes=\"(max-width: 914px) 100vw, 914px\" \/><\/p>\n<p>Pic 1<\/p>\n<p>If there are no customer statements that need to be sent, you will see the message displayed in Pic 1.<\/p>\n<p>&nbsp;<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-1522 size-full\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/07\/CustStatements2.png\" alt=\"\" width=\"914\" height=\"719\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/07\/CustStatements2.png 914w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/07\/CustStatements2-300x236.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/07\/CustStatements2-768x604.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/07\/CustStatements2-50x39.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/07\/CustStatements2-60x47.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/07\/CustStatements2-100x79.png 100w\" sizes=\"(max-width: 914px) 100vw, 914px\" \/><\/p>\n<p>Pic 2<\/p>\n<p>When a statement is available for at least one customer, the form shown in fig Pic 2 will be displayed.<\/p>\n<p>The left side of the screen will show a list of all outstanding statements. Selecting a statement from that list will display the email to be sent. These fields are editable (except the attached statement pdf file). The message displayed is based off of the email template saved in the system parameter DefaultCustomerStatementTemplate.<\/p>\n<p>You can preview the statement by clicking on the Statement pdf attachment.<br \/>\nClick Send (&gt;) button to send only the selected statement.<br \/>\nClick Send All (&gt;&gt;) to send all statements in the list.<br \/>\nClick the feedback (yellow lightbulb) to send your user feedback to stone Edge about this feature.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduced in version 7.600, the ability to email customer statements as a batch increases productivity and can save you time. To begin using this feature, set the system parameter BatchEmailCustomerStatements to True. To access this feature: Main Menu &#8211; Manage My Customers &#8211; Send Statements &nbsp; Pic 1 If there&#8230;<\/p>\n","protected":false},"author":2,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":[],"ht-kb-category":[89],"ht-kb-tag":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.8.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Send Statements - Stone Edge Order Manager<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/stoneedge.com\/kb\/articles\/send-statements\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Send Statements - Stone Edge Order Manager\" \/>\n<meta property=\"og:description\" content=\"Introduced in version 7.600, the ability to email customer statements as a batch increases productivity and can save you time. 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