When the time comes to run automatic statements for your customers, a link will appear in the sidebar. Once the link is clicked, the user will be asked to select the appropriate method for Automatic Statements to execute.

Select method

Email if an email exists, otherwise print

When this option is selected, the statement will be emailed to the customer if the customer record contains an email address. Otherwise, the statement will be printed so it can be delivered to the customer by other means.

Print statements to the printer for everyone

Select this option to print all statements.

Email statements to the customer (Prompt if no email)

When this option is selected, the statement will be emailed to the customer if their customer record contains an email address. Otherwise, Express Account will prompt you for an email address. If no email address is provided, the statement will not be created.