Emailing the receivables statement to customer bill to

You can send the receivables statement exclusively to a specific customer bill to. All invoices related to the Bill To that is selected during the processing of invoices are gathered and emailed as a document. Use these steps to enable this feature:

  1. Sign in as Receivables and select Customers.
  2. On the Company Customers tab, open or create a record.
  3. On the Main tab, in the Document Distribution Options section, select the Email check box for Receivables Statement.
  4. In the To Email Option field, select from these options:
    • Bill To Only: The output document is emailed to the selected Bill To address from the Expanded tab of the receivable invoice.
    • Bill To And Contacts: The output document is emailed to the selected Bill To address from the Expanded tab of the receivable invoice, and to any other selected contact email addresses.
    Note: If the selected Bill To does not have an email address, the document is emailed to the company customer’s email instead.
  5. Click Save.

    The selected recipients are set as the recipients of the documents.

    Note: Ensure that Customer Bill To is selected in the Report Sequence field when printing the statement.

    See the Receivables User Guide.