Send Debtors Statements
Send Debtors Statements
Quick Answer: Go to Management → Daily Tasks → Send Debtors Statements. Select companies and choose Email or Print.
To send your monthly statements to debtors, click ‘Send Debtors Statements’. Just like the ‘Send Statement’ button on the Debtors Card, this screen will default to debtors with activity in the last calendar month and only those who still owe you money. You can easily alter this in Step 1.
In Step 2, you can select which debtors you want to send statements to and by what method you want them sent.
You can only select the email option if the debtor has an email address.If you are emailing statements, you can adjust the email in Step 3.
Once you are ready, click ‘Start’. GuestPoint® will create the email and printed statements for you.