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Flexible Solutions, Inc. – GP Reports Viewer

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TIP

All emailed statements will be sent as a PDF attachment. If no Attachment Name is selected, the name of the report (shown under Statement Report) will be used as the file attachment name.

The email address for the statements will be taken from the E-mail Addresses section of the Internet Information window for the Address ID selected under the Statement To address for each customer on the Customer Maintenance window.

Once you have selected the customers and balances you want to print statements for, you can click the Preview Customers button to see the customers that have been selected. This will also show you the balance and the Email Address for the customers:

Here you can unmark any customers you do not want to print/email statements for. You can also drill down on the customer, the balance and the email address. Clicking the hyperlink for the email address will take you to the Internet Information window for the customer with their Statement To Address ID selected, so you can edit the email address.

If you have made changes to the email addresses, you can click Redisplay to see the revised list.

Click the Print/Send Statements button to print or email the statements or click OK to go to the previous window and check or change your print and email settings.

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