Set Default Recipients for Statement Deliveries

You can set up default statement recipients so that when delivering statements (in AR Statement Delivery), the system automatically knows who should receive a statement and how.

For each recipient, you must specify a delivery method and provide the delivery address information.
  1. In AR Customers, click on the Add'l Info tab.
  2. In the Statements section, click Recipients.

    The AR Statement Recipients form appears.

  3. In the Seq field, enter +, N, or New for the next sequential number.
  4. In the Delivery Method field, select E-Email or P-Print for the statement delivery method.
  5. In the Name field, enter the name of the recipient.
  6. Enter the email and/or address information for the recipient in the appropriate fields.
    Note: If delivery method is Email, an email address is required. If delivery method is Print, a mailing address is required.
  7. Save the record.
Listed recipients will hereafter receive all statements.