Email customer statements

Customer Statements

This feature is enabled by configuration. Contact Access support via your Fred Help Portal .

For new stores, this is configured as part of CompanyCreate. For existing stores, this can be configured by Head Office.

Configure the no-reply email - Head Office setup

  1. Navigate to Organisation administration area page > Setup and click E-mail templates.

    • E-mail ID: Store ID
    • E-mail Description: Customer statement
    • Default language: en-au
    • Sender name: Store name
    • Sender e-mail: no-reply@<group-email-domain>

      You can only configure a single Sender address.

  2. Click E-mail message and create a standard message.

    To configure the no-reply email at the store, refer to Statement Settings

Assign the email template to the store(s)

For new stores, this is configured as part of Company Create.

  1. Navigate to the FredNXT Head Office area page > Organisations and click Retail stores.
  2. Double-click a line item in the Retail Stores grid to display the store card.
  3. Expand the Miscellaneous fast tab, and click E-mail template.
  4. Select the relevant Customer statement template to be associated with this store.

    It is recommended to use identical E-mail ID and Store ID, for easy matching.

Setting up the workflow - Fred NXT Head Office

  1. From Fred NXT Head Office area page, navigate to Customers and click All customers.
  2. In the All customers grid, apply a filter to the Customer group column to display Email customers.
  3. Select and double-click a line item to open a customer record.
  4. In the Contact Information fast tab, ensure at least one valid email address has been recorded and set as the Primary email address.

    A customer can have multiple email addresses on record or none, but only one can be set as primary and will be used to send customer statements to.

  5. Expand the Credit and collections fast tab, and ensure Email opt-in is set to True.

    Email opt-in is available once a primary email address has been configured.

Check the Statement email queue

Refer to Fred NXT Office > for information on emailing statements and checking the email queue. The Email queue is also visible in Fred NXT Head Office.

  1. Navigate to the Organisation administration area page > Periodic > E-mail processing and click E-mail sending status.

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