Table of Contents

Overview

Setting Up Distribution

To use Email Distribution, you will need to setup your Customer records and email templates, create email templates, and set the default Template for A/R. You can even set templates per Customer.

Customer Contact Setup

If your email server is setup for TRX, you can take advantage of our Email Distribution. On Customer contact records (A/R>Customer>Enter/Edit Customers), we have the “Distribute Invoice” and “Distribute Statement” checkboxes. The Contact must contain an Email address. You can send to as many or as few contacts as you like per Customer.

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Besides setting up the customer, you will also need an Email Template. Please see linked manual page. You will need to create an Email Template to setup a default.

Set Global Default Template - A/R Setup

Once the Email Template is setup, you can set the default under A/R>A/R Special Functions>A/R Setup. Use the “Invoice Template” dropdown to select your default.

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Set Default Template Per Customer - Enter/Edit Customers

Setup an Email Template per Customer under A/R>Customer>Enter/Edit Customers | Default Set Up tab. Use the “Invoice Template” and “Statement Template” dropdowns to select your default(s).

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Using Distribution

With the Customer(s) and Template(s) setup, you are ready to use Distribution Email. When and how to select Distribution Email will depend on what’s being Printed.

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