Sending Statements with Print & Delivery

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:

1. Business Partners > Account Balance
2. Select the relevant customer or a group of customer
3. Select email
4. Fill in date parameters if needed
5. Check Preview before execution for your review if desired
6. Click OK
7. 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.