Defining Fax Statement Parameters

Use the Fax Memo window to define the parameters for those customers to whom you plan to send faxed statements. The Fax Memo window is not meant to be used to fax a single statement and we recommend that you do not use this window for that purpose. To fax a statement to a single customer, see Faxing Single Statements.

To define fax statement parameters:

  1. From the A/R menu, select Print Statements to display the Print Statements window.

  2. From the File menu, select Fax Setup to display the Fax Memo window.

  3. The system displays the following information:

Field

Description

Customer/Vendor

The name of each customer to which you want to send a fax. To send this fax to a specific customer, type the company name in this field.

Contact

The name specified as the AP Contact in the customer's maintenance record.

Fax Number

999-999-9999. When you fax the statements, the system populates this field with the fax number specified in the customer's maintenance record.

Note: If a fax number is defined in the alternative billing address information in Customer Maintenance, the system uses that fax number when sending statements and invoices.

Branch # Header

The home branch specified in the customer's record. The system uses this information to determine what fax header text to include on the statement.

  1. In the Fax Time field to fax statements at a specific time, enter the time at which you want to fax. To fax statements immediately, leave this field blank.

  1. In the Priority field, select one of the following priority levels to display on the cover sheet when the fax is sent: Low, Medium, High, or Urgent.

  1. In the Cover Sheet field, select one of the following:

  1. In the To field, Press Enter to accept the default recipient or type a new recipient.

Note: Because this information goes out to all recipients, it should be addressed to a general audience, for example, Accounts Payable.

  1. In the From field, indicate the sender of the fax. Press Enter to accept the default sender.

  1. In the Msg field, determine what message is included in the cover sheet. Press Enter to accept the default message or type over the message to change it.

Note: Because this message goes to all recipients, we recommend that you include a general message, such as "Here is your monthly statement."

  1. Press Esc to return to the Print Statements window..

Note: For an explanation of the menu options on the Print Statements window, see Sending a Fax.

  1. From the File menu, select Exit to display a prompt.

  2. At the Do you wish to send a fax prompt, click Yes to return to the Print Statements window.

See Also:

Print and Fax Statements Overview