Once you have set the account statement configuration (See: Invoice and Account Statement Configuration ) and created a current Account Statement (See: Creating Account Statements) you can email the current copy to the statement recipient of your choice.
Troubleshooting Notes
The 'Statement Recipient' (a contact with a 'valid' email address ONLY) needs to be added to the Account page if you are either creating/emailing an Account Statement from the Account page
If you are attempting to create and/or send an Account Statement and that account does not have a statement recipient chosen and that statement recipient does not have a valid email address then the Statement will fail.
Navigate to the Accounts Tab
Choose an Account View
- Click the Name of a view to highlight it
- Click the GO button
Choose the Account
Click the Name of an Account to navigate to it.
Use the Account Statements Related List
Choose the Account Statement Configuration (*if you do not want to use the default configuration chosen in Billing Setup). Select the Statement Recipient.
Account Statement Batch Email
Click the Batch Email button
- Choose one or more Account Statement to email
- Click Send Email
Select a Custom Account Statement Email Template (optional)
If you do not like the default Account Statement email template, you can create a new email template and set it at: AdvologixPM Setup | Billing Setup | Edit | Batch email template Select template button