Using Direct Mail Solutions for Customer Statements
Direct Mail Setup
- From the Main Screen of Retailer, go to Customers -> Customer Statements.
- Select Direct Mail Solutions Statements at the top.
NOTE: If Direct Mail Solutions has already been setup, skip to step 6. - Click on 'Setup'.
- Enter the Direct Mail E-Mail Address in the relevant field. Optionally, change the subject field in E-mail Settings.
- Click 'Save' and then 'Close'.
Sending Statements with Direct Mail
- Choose any desired settings (see ‘Printing Statements’ for details), then click ‘Send E-Mail Statements’.
- Answer ‘Yes’ to the aging question.
- You will see a preview of the statements.
- It is important that you wait until all of the statements have been generated before proceeding. It is finished when the total page count on the bottom left ceases to increase.
- Check the statements to ensure that they are correct. Once sent, you CANNOT recall the statements.
- When you’re ready to send the statements, click ‘Close’ at the top.
- You will be asked if you wish to send the statements to Direct Mail via E-Mail (see below). Answer ‘Yes’. Your statements will then be emailed to Direct Mail Solutions for them to print and send.
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