Skip to content

Customer management: Accounting tab

Under the Accounting tab of the Customer management window, you will find the customer profile configuration options related to accounting. You can use these options while creating new customer profiles or editing customer profiles. You will find below, in the next sections, the information related to these options.

Add a specific e-mail address for sending account statements

To add a specific e-mail address for sending account statements, while creating new customer profiles or editing customer profiles, select e-mail in the Acct. Statement drop-down menu and enter the e-mail address in the AR e-mail field. If you wish to send documents to multiple addresses for this contact, enter them all separating them by a semicolon (;) without any space between them.