Selecting the Preferred Billing Method for a Customer (Email, Fax, and/or Printed Statement)

From FloristWiki

After you enter a customer’s fax and email addresses, the next step is to indicate whether the customer wants to receive statements by mail, email, or fax (or any combination of these methods). You indicate this information in the House Account tab of the Customer Detail Information window (on the FTD Mercury Main Menu, in the Search area, click Customer, locate the account and select it, then click the House Account tab).

At the bottom of the window, check any of these options for the customer. When an option is checked, it is true (for example, the customer above only receives statements by fax and email).

You can check any combination of the the following:

• Print Statements to print statements to mail to the customer.
• Print Invoices to print invoices at the same time as statements for the customer.
• Fax Statements to send a fax statement to the customer automatically when statements are generated.
• Email Statements to send an email statement to the customer automatically when statements are generated.
• Print Dunning Messages to include a dunning message (as configured in Mercury Administration) on the statement.

When you are finished, click Save to save your changes. If required, enter your employee name, password, and optionally any notes in the Audit Trail window and click OK. Click Escape to exit the window.