To Set Up Mass Processing of Mailings

You can specify how the customer prefers to receive invoices and statements—printed and sent through postal mail, or sent electronically by email. Customer media type preferences also affect documents' availability for mass processing. By using the Customer Classes (AR201000) form, you can specify these preferences on the customer class level, which provides default settings for customers of the class, as the following steps describe. (You can override these default settings for each customer individually.)

If a document has already been printed or emailed, it is not listed on the mass processing forms. The system checks the values of the Printed and Emailed attributes for a document when it builds the list for mass processing, and the document is considered printed or emailed if the corresponding check box is selected. You can view the current values of these attributes on the Financial Details tab of an invoice, in the Print and Email Options area. Attributes are affected only by respective actions performed on the Print Invoices and Memos form.

To Set Up Default Print and Email Settings for Customers of a Customer Class

  1. Open the Customer Classes (AR201000) form.
  2. In the Class ID box, select the customer class that you want to configure preferences for.
  3. On the General tab, in the Default Print and Email Settings area, do the following:
    1. Select the Print Invoices check box if you want to make invoices available for printing on the Print Invoices and Memos form.
    2. Select the Send Invoices by Email check box if you want to make invoices available for emailing on the Print Invoices and Memos form.
    3. Select the Print Statements check box if you want to make statements available for printing on the Print Statements form.
    4. Select the Send Statements by Email check box if you want to make statements available for emailing on the Print Statements form.
    5. Select the Multi-Currency Statements check box if you want to make statements in multicurrency format available for printing and emailing on the Print Statements form.
  4. On the form toolbar, click Save.