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.
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