Print & Delivery comes with its own statement form and function, called Account Balance.
(Note: The Crystal Report for Account balance is included with Print & Delivery. You can find all available Crystal Reports in the B1 Usability Package download folder. Make sure your Report Actions and Report Configurations are set up as needed)
Go to:
- Business Partners > Account Balance
- Select the relevant customer or a group of customer
- Select email
- Fill in date parameters if needed
- Check Preview before execution for your review if desired
- Click OK
- The list of customers will display and all you have to do is click Ok and the emails will be sent
You can automate this by using the schedule function.
