Customize and Preview E-mail Statements
After you have a Constant Contact account linked to your ACS software, you can customize the E-mail Statement.
On this report, you can see:
- The names of customers who will receive a statement
- The email address where the statement is sent.
- The balance for each customer.
- Any errors that might occur (the Error column will display if a customer is missing an email address or there's a duplicate email address. The statement won't be sent to those customers until their email address issues are corrected).
We recommend printing this report to verify the information is correct.
- Under Generate Reports, click the Reports tab.
- In the drop-down list, select Accounts Receivable and click Go
.
- In the upper sidebar, expand Statements, then select E-Mail Statement.
- Click Customize. The Customize E-Mail Statement window displays.
- On the Options tab, select your Report Options, Customer Options, Transaction Options, as well as set custom fields for Constant Contact.
- After you set the Constant Contact custom fields, click Manage Accounts. The Select Account window displays.
- Select a Constant Contact account, and click OK.
- Click Preview. The E-mail Statements Detail window displays.
- After you verify the statement information, click Close.