Accounts and Account Profiles
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      1. INTERNAL - Bepoz Help Guides
      2. HOW-2
      3. Accounts and Account Profiles

      Emailing Account Statements to an Account Group

      Overview

      This lesson covers the process of Emailing Account Statements to an Account Group from BackOffice along with the prerequisites required to be fulfilled to use the function

      Overview

      • An Account Statement is a Periodic summary of Account Activity with a beginning date and an ending date

      • Statements can either be printed or emailed within BackOffice

      • The information on this Page will help guide you through the necessary steps for Emailing Account Statements to an Account Group

      Workflow

      Prerequisites

      Venue Maintenance

      • Go to BackOffice> Venue, Stores & Tills

      • From there, select the Venue that from where the Email Account Statements are being sent

      • Double-click on the desired Venue to open the Venue Maintenance window for that Venue

      • In the Flags Tab, ensure that the Enable Email Statements flag has been enabled

      • The Email Setup Settings from the Messaging & Billing Tab needs to be completed

        • There are some Preset Email Servers available

      • Operators may also need to alter the Security Settings for the Email Account that they would like to use

      • After completing the Email Setup Settings, Operators may test by clicking the Check Email button 

      • Once done, Press OK to save the settings

      Account Settings

      • In addition to ensuring that the Venue will be setup properly to send Emails, Operators will also need to configure the Account Settings for the Accounts they would like to send Emails to

      • To send an Email to an Account, the Account must have a email address assigned

        • If there is no Email Address set for the account - the Statement will not be Emailed

      • To add an Email to an account you will need to select the Account from the Account List in BackOffice and Edit it

        • After opening the Maintenance window, navigate to the Details & Address tab and enter the desired Email Address into the Email1 field

      • Repeat these steps for each Account that would like to Email Statements to

      Emailing an Account Statement

      • To email an Account Group, complete the following steps in BackOffice

      • Select Sales Reports from the menu and select Account Summaries beneath that, which will open an Account Summaries Tab

      • Within the Account Summaries Tab, select the Account Group that you would like to Email Account Statements to

      • Use the settings to select the desired Display Period, Profile, etc.

      • Click on the Print Statements button in the Header Section which will generate the following window

      • Select the Email option to email the Statements to the Selected Account Group

      • Operator will then receive a Prompt displaying the number of Statements which will be Emailed, and the number of which will be Printed for Manual Mailing

      • Any Accounts that do not have Email Addresses assigned will have the option to Print for Manual Mailing