This session provides an overview of:

Set up information necessary to email invoices, receipts, statements, purchase orders, and sales orders such as email provider IP server, port, test settings, etc.in the Email Setup preference.
Define subject, message and form type for the PDF file attached to emails for invoices, receipts, etc. in the Email Setup > Customer Invoices, Receipts, Statements, Purchase Orders, or Sales Orders preference.
Set email defaults.
Set sent from and optional Email addresses.
Email invoices/receipts/purchase orders/sales orders at the time of transaction entry.
Email or resend multiple invoices/receipts/purchase orders/sales orders after transaction entry or from Transaction Search.
Email statements.

Set the File Attachments preference.
Attach documents to transactions or setup screens.
Attach documents with one-click scanning.
Attach existing documents.
Add an optional description for an attachment.
Define and maintain a set of tags that can be used to organize attachments by keyword to make it easier to find specific sorts of attachments later.
Add tags to attachments.
Find transactions with attachments and view attachments on setup screens.

Select the account that the ACH funds will be withdrawn from and understand the information that needs to be supplied by your bank.
Activate electronic ACH payments for a vendor or name.
Add payments and pay invoices due to an ACH file.
Create an optional pre-note ACH file.
Create/recreate an ACH file.
View or print reports that will provide information about ACH transactions.
Set vendor email/print defaults and vendor preferences for pay advices.
Email pay advices during the creation of an ACH File.
Mass email advices from the Print/Email Checks (Advices) menu.

Set up the Customer Payments Portal to accept credit card or e-check (ACH) payments online from your customers.
Learn how to configure customers to receive invoices via email so they will be included in the Customer Payments Portal.
Enter and send customer invoices via email.
Learn how to update receipts in CenterPoint with credit card payments your customers make online.
Review the status of open customer invoices on the Customer Payments Portal and post any invoices that are not currently online.
View receipts from the Customer Payments Portal in transaction search.