Question:
In a case where there are some customers with Statement method set to Email and some where it is Print, what do we select for Print designation from the AR list if 'Print all' is selected ? Print and email?
Will the Customers with Statement method as 'Email' have a statement printed for them as well as those with the Statement method as 'Print'?
Answer:
There are 2 options available to perform this task.
Option 1
Use one of the email addresses as the contact for AR. IE - Contact 3. (can be renamed to AP Contact in company settings)
Leave this contact blank for those that want printed statements
Send Statements by email to everyone
Spire will email; the ones with an email address and then prompt the user to print the ones with missing addresses
Option 2
In customer edit->Billing Tab-> set statement to Form or email.
In AR or from customer list sort by 'Statement Method'
Select all those set as form and print them
Then select all those set as email, and email them.