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      <blockquote>
        <div class="ho_OverviewHeading"><a name="821260">Review Statements Before Delivery window</a>—To be Emailed view</div>
        <div class="b_Body"><a name="826088">The </a><span class="w_Widgets">To be Emailed</span> view of the <span class="w_Widgets">Review Statements Before Delivery</span> window enables you to select the customers for whom you want to email statements.</div>
        <div class="b_Body"><a name="826091">If you want to print statements, click the </a><span class="w_Widgets">To be Printed</span> tab.</div>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd817501&quot;);">
          <span class="N_007eProcBullet"></span><a name="817501">Field Descriptions</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd817501", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd817501", false);</script>
        <div class="hps_ProcedureSubheading"><a name="826129">Statement Type</a></div>
        <div class="b_Body"><a name="826130">Select a statement type:</a></div>
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                  <span style="color: Gray;">■</span>
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                <div class="bb_Bulleted_inner"><span style="font-weight: bold;"><a name="826131">Invoice statements</a></span> include all open invoices and their corresponding balances. Quotes and orders never appear on invoice statements.</div>
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        <div class="bsc_BodyStepContinued"><a name="827466">If you want to list payments, discounts and credits on invoice statements, click </a><span class="w_Widgets">Advanced Filters</span> and then select the <span class="w_Widgets">Include Itemised Payment Details for Each Invoice</span> option.</div>
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                  <span style="color: Gray;">■</span>
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                <div class="bb_Bulleted_inner"><span style="font-weight: bold;"><a name="826132">Activity statements</a></span> include all sales invoices, payments and orders with a customer deposit for a specific period of time; a running balance is included. Quotes never appear on activity statements.</div>
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        <div class="hps_ProcedureSubheading"><a name="826718">Statement Date</a></div>
        <div class="b_Body"><a name="826719">This field appears only if you select </a><span class="w_Widgets">Invoice</span> as the statement type. Enter the date you want to use as the statement date, which will be the basis for ageing your transactions. Transactions dated after this date are not included on the statement.</div>
        <div class="hps_ProcedureSubheading"><a name="828120">Only include invoices up to Statement Date</a></div>
        <div class="b_Body"><a name="828121">Select this option if you want the customer statements to show only invoices and payments recorded up to and </a>including the statement date.</div>
        <div class="hps_ProcedureSubheading"><a name="826153">From: __ to:</a></div>
        <div class="b_Body"><a name="826154">These fields appear only if you select </a><span class="w_Widgets">Activity</span> as the statement type. Enter the date range of the transactions you want to include on the statement.</div>
        <div class="hps_ProcedureSubheading"><a name="826200">Email Address</a></div>
        <div class="b_Body"><a name="826477">This field displays the email address for the currently selected customer. If you want to use a different email </a>address, enter it in this field or click the arrow to select a different email address from those entered in the <span class="w_Widgets">Profile</span> view of the <span class="w_Widgets">Card Information</span> window for that customer.</div>
        <div class="b_Body"><a name="827339">To change the email address of another customer, select their name in the list and then edit this field.</a></div>
        <div class="hps_ProcedureSubheading"><a name="826203">Subject</a></div>
        <div class="b_Body"><a name="826204">This field displays the subject line for the email that will be sent to the currently selected customer. If you want </a>to change the default subject text for all customers, click <span class="w_Widgets">Email Defaults</span>.</div>
        <div class="b_Body"><a name="827367">To change the subject text for another customer, select their name in the list and then edit this field.</a></div>
        <div class="hps_ProcedureSubheading"><a name="826205">Message</a></div>
        <div class="b_Body"><a name="826206">This field displays the text that will appear in the body of the email for the currently selected customer. If you </a>want to change the default message for all customers, click <span class="w_Widgets">Email Defaults</span>.</div>
        <div class="b_Body"><a name="827388">To change the message for another customer, select their name in the list and then edit this field.</a></div>
        <div class="hps_ProcedureSubheading"><a name="826181">Advanced Filters </a></div>
        <div class="b_Body"><a name="826185">If you want to narrow the list of customers for whom statements will be sent, or to customise your statement </a>forms, click <span class="w_Widgets">Advanced Filters</span>.</div>
        <div class="hps_ProcedureSubheading"><a name="824901">Select (to Email) column</a></div>
        <div class="b_Body"><a name="823133">Click in this column next to each customer to whom you want to email a statement. If you want to email </a>statements to all customers in the list, click the icon at the top of this column.</div>
        <div class="hps_ProcedureSubheading"><a name="817508">Customer, Email Address and Balance columns</a></div>
        <div class="b_Body"><a name="817510">The list displays information about the customers to whom you can send statements, including their current </a>outstanding balance.</div>
        <div class="hps_ProcedureSubheading"><a name="826225">Email Defaults </a></div>
        <div class="b_Body"><a name="826226">If you want to change the default subject and message that appears on all statement emails, click </a><span class="w_Widgets">Email </span><span class="w_Widgets">Defaults</span>.</div>
        <div class="hps_ProcedureSubheading"><a name="817520">Send Email </a></div>
        <div class="b_Body"><a name="817522">If you want to email statements to the selected customers, click </a><span class="w_Widgets">Send Email</span>.</div>
        <div class="hps_ProcedureSubheading"><a name="818865">Cancel </a></div>
        <div class="b_Body"><a name="818867">If you don’t want to email statements, click </a><span class="w_Widgets">Cancel</span>.</div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="Sample_heading"><a href="761402c-03.htm#823290" name="827179">Tips for this window</a></div>
        <div class="href_ReferenceBlockHeading"><a name="827218">Related Topics</a></div>
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                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="forms.18.3.htm#1087216" name="828318">Sending forms</a></span></div>
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                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="forms.18.7.htm#1087344" name="828322">Customising forms</a></span></div>
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                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="endofperiod.21.8.htm#1087574" name="828326">Send customer statements</a></span></div>
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      </blockquote>
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