Collections Management has had the ability to email customers for a long time, and this feature is more crucial now than ever before. As more businesses choose to “Go Green”, paperless invoices are becoming critical for customers to streamline their payables process and keep better track of documents.
There are several key windows that you will want to make sure you have setup before processing your Collections Letters through email.
- System Email
Before you can use any Email options in Collections Management, GP itself will need to be setup to email. The best place to look is at the GP System Setup Manual to get the basics up and running for GP. GP2010 has different setup for email than GP2013 so it is best to refer to the individual manual for your system. For example, GP2013 is supported for both 32 bit and 64 bit Outlook with the Exchange 2007 SP1 and above, but GP2010 only supports 32 bit Outlook with no Exchange option.
- Receivables Setup Go to Sales pane —> Setup —> Receivables and enter the email address of the user who will be receiving an email report. This report will display if any emails failed, etc.
- Dex.ini You will need to set the location where any statements or invoices are temporarily stored between generating them and attaching them to emails. Open the directory where you installed GP and go into the Data folder. Open Dex.ini in Notepad, and make sure it includes an email statement line with a path: Ex. EmailStmtStatusPath=”C:\Temp”
- Internet Information In your Customer Cards you can click on the internet icon . Make sure that you enter the E-mail Addresses “To” section as the lower half of the window is not used for actually E-mailing.
GP2013 users will want to make sure that they update one last field to ensure everything works without a hitch.