Debtors | Reports | Statements | Send of supporting documents with statement
Question:
Is it possible to send an invoice and a credit note with a statement?
Instead of sending the invoice and credit note individually.
Answer:
Yes, this is possible. However, you must first ensure that the appropriate configuration is enabled in the Module Parameters settings.
Steps to Configure:
Navigate to Utilities > Setup > Module Parameters.
Select the Debtors tab and click on Statement Setup
In the Supporting Documents section, specify which documents (Invoices, Credit Notes, or Payments) should be included when sending a statement to a client.
In the Operations section, choose whether the documents should be Printed or Emailed
Tick the corresponding checkboxes to enable the desired functionality.
Click Accept to save the changes.
Navigate to Debtors --> Reports --> Statements.
The system will ask you if you would like to add a custom email message.
If not used, the system will use the message that is configured in Utilities --> Setup --> Company Defaults.
In the Email Message field, enter the content you wish to include in your email.
Once complete, click the Send button to dispatch the message.
On this screen, you may choose not to save the current settings as a template or select the Save as New Template option for future use.
Templates are especially helpful when you frequently send similar messages.
To continue, click the Accept button.
Example of email below: