How to Email out Statements for Multi-Site (more than one Location)

When your Organization has more than one Location, you can email out the statements through that Location’s email.

Step 1: Make sure the outgoing email credentials are set up for each Location

To Setup Outgoing Email Credentials:

1. Go to Setup
2. Select Communication
3. Select Outgoing Email Credentials
4. Select “+ Add Outgoing Email Credentials”
   • Enter the description (Example: Location Name)
     • This is what will appear in your dropdown selection when publishing statements
   • Enter SMTP Server (should be the same for all credentials)
   • Enter the SMTP Port (should be the same for all credentials)
   • Use SSL = selected
   • Enter the User Name
   • Enter the Password for this email
   • Enter the Reply to Address: the Location’s email address
   • Enter the Reply to Name: Name of Location or as per your choice
   • Save

Step 2: Selecting an Email Credential when Publishing Statements

To Publish Statements:

1. Go to Accounts Receivable
2. Select Statements
3. Select Process Statements
4. Preview your Statements
   • If all looks correct, scroll down to the bottom
   • Enter the date you wish to publish (send out) these statements
5. To send out via email, select the “Send On Demand Alerts”

6. Then select the Customer Statement On Demand from the drop down

7. Then click the Edit Template to select which email you want to send these statements

8. Select which email credential will be used to send out these statements