Account Statement Email Guide

Activating Email Option

Inform the Service Desk that you want to setup email for account statements and list the stores email address and password. Once this has been setup you will receive an email confirming the option has been activated.

Setting Up Account Statement Emailing

1. Go to System Menu

2. Click on Management

3. Select Site Configuration

4. Enter Credentials

5. Click on the Customer tab

6. Where is says add email subject they have the option of adding their own topic they want displayed or you can click add month

7. Option to add a generic email body message

8. Click Apply

Setting Up a Customer to have Statements Emailed

1. Go to system menu

2. Click on Customer

3. Select Customer Details

4. Click search and find customer

5. Add email address to customer detail screen

6. Tick on email account statements (located next to where email address was entered)