Mailings for Customers: Available Mailings

You can view the list of predefined mailings and add new ones by using the Mailing & Printing tab of the Accounts Receivable Preferences (AR101000) form. Here you can configure the basic settings of each mailing, these settings will be used by default when you add a mailing to a customer class or a customer.

When you create a new customer class all mailings (predefined and manually created) are added to new customer class by default. Also, if sales orders are used, the mailings listed on the Sales Orders Preferences (SO101000) form are added to a new customer class. You can modify this list, leaving those that you need for customers of this class.

Table 1. Mailings in Accounts ReceivablesThe following mailings are available for configuration on the Mailing & Printing tab of the Accounts Receivable Preferences form.
Mailing	Purpose	Usage
CCEXPIRENOTE	To inform customers about credit card expiration	To generate emails about multiple expired cards, use the Notify About Expiring Cards (AR512000) form.
INVOICE	To send customer invoices	To generate emails about multiple invoices and memos, use the Print/Email AR Documents (AR508000) form. To send a particular invoice or a memo, use the Invoices and Memos (AR301000) form.
STATEMENT	To inform customers about their balances with your organization	To generate emails for multiple statements or a single statement, use the Print Statements (AR503500) form.
STATEMENTMC	To inform customers about their balances (in multicurrency format) with your organization	To generate emails for multiple statements or a single statement in multicurrency format, use the Print Statements form.
DUNNINGLETTER	To inform customers and your employees (users) about past due balances of customers	To generate emails with dunning letters, use the Print/Release Dunning Letters (AR522000) form.
PAYMENTNOTICE	To inform vendors after generating electronic funds transfer (EFT) files.	To generate emails for EFT files, use the Accounts Payable Preferences (AP101000) form.
PROFORMA	To send pro forma invoices.	To generate emails about pro forma invoices, use the Pro Forma Invoice (PM642000) form.

Table 2. Mailings in Sales OrdersThe following mailings are available for configuration on the Mailing & Printing tab of the Sales Orders Preferences (SO101000) form.
Mailing	Purpose	Usage
BLANKET SO	To inform customers about their blanket sales orders	For multiple orders, to generate the emails, use the Print/Email Orders (SO502000) form. To generate an email for a specific order, use the Sales Orders Preferences (SO101000) form.
COMMERCIAL INVOICE	To inform customers about commercial invoices	To generate a commercial invoice as a ready-to-print document, use the Commercial Invoices (SO645010) report. You can open the report by clicking Print Commercial Invoice on the More menu of the Shipments (SO302000) form.
PICK LIST	To define different reports for printing pick lists for different customer classes	To print multiple pick lists, use the Process Shipments (SO503000) form. To print a pick list for a particular order, use the Shipments form.
QUOTE	To inform customers about their quotes	To generate the emails for multiple quotes, use the Print/Email Ordersform. To generate an email for a particular quote, use the Sales Orders (SO301000) form.
SALES ORDER	To inform customers about open sales orders	To generate the emails for multiple orders, use the Print/Email Orders (SO502000) form. To generate an email for a specific order, use the Sales Orders form.
SALES ORDER PAY LINK	To send customers an email message with the link that can be used to make a payment.	For multiple orders, to generate the emails, use the Print/Email Orders form. To generate an email for a specific order, use the Sales Orders Preferences form.
SHIPMENT	To inform customers when their orders ship	To email one or more shipment confirmations, use the Process Shipments form.
SO INVOICE	To inform customers that their invoices are ready for release	To generate the emails for multiple sales invoices, use the Process Invoices and Memos (SO505000) form. To generate an email for a particular invoice or a memo, use the Sales Orders form.