How to Bulk Generate and Send Customer Statements of Account

cieTrade supports running multiple statement of accounts for all of your customers, and emailing them individually at once. This is similar to the single statement of account that can be run by customer, from the counterparty level. 

Set Up

Navigate to Settings > Common Information > Contact Roles, where cieTrade now offers a drop down called Collections Role.  This allows users to automatically include certain types of contacts as the Statement of Account recipient when using this report.

• When a role is defined here, contacts who are assigned this role will be the default contact selected to receive billing emails from the Statement of Accounts report.  
• If (No Role) is chosen, then the individual listed as the Primary contact for that counterparty will receive the statement email.  

NOTE:  Only the Contact Roles that were already set up will be included in the drop down.

Using the Report

To access this report, go to Reports> Receivables>  Statements of Account.

1. Enter the filter information such as Department or Sales Rep associated with the Customers. 

2. Select the email template that you want to populate to send the statement of account to each customer.

3. The Reply To field is where all responses from Customers will be emailed. 

NOTE:  If you selected a template, writing in this field will overwrite the template. 

4. The From will populate with your user name at your company name. 

NOTE:  If you selected a template, writing in this field will overwrite the template. 

5. You may enter an additional internal email for the CC. 

NOTE:  If you selected a template, writing in this field will overwrite the template. 

6. Enter the Email Subject line that you want to use. 

NOTE: If you selected a template, writing in this field will overwrite the template. 

7. Enter the Email Message you want to send with the Statement of Account attachment. 

NOTE:  If you selected a template, writing in this field will overwrite the template. 

8. Click Go to see all of the customers that meet the filtered requirements.

9. Select all by checking the box next to the Customer OR check off the ones you want to email.

10. Click Send. 

Please note, this function can run as Statements of Account OR you can select to only send Overdue Statements by toggling this drop down:

If you have additional questions, please contact the Support Team via email to  support@cietrade.net.