Mailings for Customers: Mass Processing

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 tab of an invoice, in the Print and Email Options area. Attributes are affected only by respective actions performed on the Print/Email AR Documents (AR508000) form.

You use the Print/Email AR Documents form to email multiple invoices, memos, and other AR documents at a time. On this form, you select Email in the Action box, select the dates and other needed settings, and click Process or Process All on the form toolbar.