Is there an SOP available to set up Paperless AR Statement Delivery only for specific customers?
Is there an SOP available to set up Paperless AR Statement Delivery only for specific customers?
Once paperless office is setup, each customer that is desired to have electronic delivery is set up from customer maintenance. There is a paperless button on the main tab for older versions. For 2020(maybe…
Thanks, I have checked all the settings suggested above along with sending myself a test email from the Company Maintenance tab. The test worked so there must be some other setting preventing the task…
Once paperless office is setup, each customer that is desired to have electronic delivery is set up from customer maintenance. There is a paperless button on the main tab for older versions. For 2020(maybe 2019) and above it can be found on the MORE button.
If you go to the help topics you can find instructions for the specifics of enabling a customer. Check the index for paperless office and setting up.
I am not sure what I'm doing wrong, how can I check to see if the Paperless Office is set up to deliver AR statements?
Paperless Office - Setup - Form Maintenance.
Note that there are a number of places in the program you have to configure for paperless office electronic delivery. Company maintenance | Email Tab.
Paperless office setup, etc. If you are not familiar with it, your Sage Partner would be a good resource. It doesn't take a huge amount of time to set up, but if you don't know where you are going it can be a little daunting.
Thanks, I have checked all the settings suggested above along with sending myself a test email from the Company Maintenance tab. The test worked so there must be some other setting preventing the task so I will check with the our partner.
*Community Hub is the new name for Sage City