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Email Accounts Receivable Statements

Verify a Customer's Email Address

We recommend verifying email addresses with your customers prior to generating statements.

When you add a new email address, you must assign an email type to the address, and when you verify email addresses, you can check that the email type is correct.
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers and click Go .
  3. In the Add/Edit Customers window, select the customer and click Edit.
  4. On the Phones/E-mail tab, under Individual E-mail Addresses, click Edit.
  5. Verify the Email Type. If necessary, select a different type in teh drop-down list.
  6. Verify the email address is entered correctly, then click OK.
Next, you can test a customer's email address.

Last updated: November 20, 2024