Link/check account statement report in sales contact profile

A sales contact profile is linked to every debtor. Link the reports you send to your contact, including the account statement report, in the (default) sales contact profile. If you e-mail the account statement then you also link the message template for the account statement.

Link/check account statement report and message template in sales contact profile

  1. Go to: General / Configuration / Integration settings / Sales contact profile.
  2. Open the properties of the Default sales contact profile. This profile automatically applies to contacts for which a profile has not been defined.
  3. Go to the tab: Report.

    Fin_Rapport rekeningoverzicht in verkooprelatieprofiel koppelen

  4. Check whether the Debtor account statement (Profit) report has been linked in Account statement.
  5. Go to the tab: Message template.
  6. Select the message template in Account statement if you supply account statements by e-mail. This message template is the e-mail message, possibly personalised with fields (tags), which you send out together with the account statement as a PDF file in the attachment. First add the message template if you have not already done so.

    Fin_Rapport rekeningoverzicht in verkooprelatieprofiel koppelen (VarSB

  7. Click on: OK.

See also:

Directly to

  1. Account statements
  2. Link/check account statement report issue method in Sales contact profile
  3. Configure document sending by e-mail
  4. Add account statements
  5. Check and edit account statements
  6. Print account statements