Enabling the Online Statement Service

Before you can use the Online Statement Service, you must be enrolled in Automated Statements and enable the Online Statement option in the software. For more information, contact an eServices representative.

To enable the Online Statement Service:

  1. Select System > Change System Settings > Billing Statements. The Billing Statement Settings window is displayed.

  2. In the Automated Statements Service Settings section, select Enable Online Statement Service.

  3. Click Close.

To enable the Online Statement Service for a specific account:

  1. Select List > Account. The Account List Window is displayed.

  2. Double-click the account from the list. The Account window is displayed.

  3. Click the Contact tab, and ensure that Guarantor 1 has an e-mail address.

  4. At the bottom-right corner of the window, in the Send Automated Statements section, select By Mail and/or Online.

  5. Click Close.

  6. You can run a utility to enable the Online option for all accounts with valid e-mail addresses. See Running the Set Up Account Automated Statements Service Options Utility for more information.

 

Related Topics

Running the Set Up Account Automated Statements Service Options Utility