Emails Visible When Printing Statements

[TomGold]

We have the issue of having some customers without email addresses and so we have to send printed statements. When these get overdue we no longer have invoices printed to let us know which customers need printed statements. I thought it would be quicker if we could see the email column when selecting statements to print, so that I don't have to do the back and forth check between email and print statement pages.

[SamaraM]

Hi @TomGold 

Thanks for your feedback on this. Alternatively to having the invoices show on both the To be Printed and To be Emailed lists, you could select the preference in the customer card for customers you know you will always need to print the invoice for, to only show in the printed list.

To do this: 

1. Go to Card File > Cards List.
2. Open a customer card.
3. Click the Selling Details tab.
4. Set the Invoice Delivery field to either To be Emailed or To be Printed.

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[TomGold]

I am talking about statements rather than invoices. You are completely misunderstanding my issue. I want to be able to see whether customers do or don't have email addresses while I am on the print statements screen. There other work arounds I can think of to improve the way statements work, but this is just where it is now.

[SamaraM]

Hi @TomGold 

Thanks for clarifying the situation further. The email addresses won't appear in the To Be Printed tab of the Print/Email Statements screen.

An alternative would be running the Card Address List report and filtering to show the email address which will show the details for all your customers. 

Hope that helps. 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.