Generate Email Messages with Attached Statement of Accounts

Use the List tab under the Debtor List submodule to generate email messages with attached statement of accounts for one or more debtors.

To use Debtor List in the Debtors submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To generate email messages with attached statement of accounts:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company that contains the debtors to whom you want to email statement of accounts.
3. In the left pane of the Finance & Administration page, click Debtors > Debtor List.
4. Click the List tab and highlight the debtor or debtors to whom you want to email statement of accounts.
5. Click Send Statement of Accounts Reports .
6. In the Email Statement of Accounts Reports dialog box, you can identify the summary reports that you want to add links to, set the from and to date, set or edit the email subject and body text, and edit the From email address. You can also set whether you want to include the link to open invoices, append your signature at the end of the email, and send a copy of the email to your email address.
7. Click OK.
   Note: WorkBook does not generate the email for debtors with missing data or statement of account print settings within debtor settings.
8. If you want to review, edit, delete, or send the email messages, you can access the generated emails in the Email Drafts menu on the Quick Menu toolbar.