Setting up clients to receive statements via the e-Report module
With the e-Reports module enabled for your SFM system, you will be able to send statements to multiple clients at one time. Clients can be configured to receive their statements via e-mail, print, both, or none. This is done in the Client Maintenance page.
To configure a client’s profile to receive statements via the e-Reports module, click on Sales Client Maintenance in the menu, select the client, and then open the Client Details tab. Click on the black triangle (Edit record) button in the sidebar.
If you have not already, enter the client’s e-mail address in the e-mail field of the Details tab.
Next, open the Secondary Details tab. Under Statements/e-Reports, check the e-Mail box. Click on Post to confirm the change.
Note that you can also set a client for Print under Statements/e-Reports. Using this option will allow you to print statements for the given client in the e-Reports module.
Related Articles
How to send statements with the e-Reports module
The e-Reports module for SFM automates the distribution of several types of statements and documents from SFM to multiple clients via e-mail or print. Many report types in SFM make use of the e-Reports module. You will know that the module is ...An overview of the e-Reports module in SFM
The e-Reports module for SFM is an add-on solution that automates the distribution of statements from SFM to multiple clients via e-mail or print. The cost- and time-saving functionalities of the module give you the ability to send statements en-mass ...How to send outstanding statements by bulk to clients via the e-Reports module
We have enhanced the debtor functionality to assist you with the sending of statements only to those clients with an overdue amount, while you monitor the other balances until they become due. Amounts due are based on the credit dates set on the ...How to modify stationery (template) messages in the e-Reports module
The e-Reports module provides the ability for you to use custom template messages when distributing statements or other documents to clients. This saves you time from composing individual messages when e-mailing clients. You can modify the subject ...How to set additional details on reports, invoices, statements, receipts, and other selected documents?
This document explains how to add additional details to various reports that will be shown at the lower part of the invoices, statements, receipts and other selected documents generated by the Shireburn Financial Manager. To configure this option, ...