Configuring Account Statement Email Addresses

Modified on Mon, 3 Jun at 1:32 PM

Before you can bulk send statements to all of your clients, you need to make sure the account statements are going to the right email addresses. By default, all account statements are set to be sent to the client's primary email address;  however, you can change this by following the instructions in this article. 

To edit the contact's account statement email address:

  1. In Actionstep, open the client's contact record. For help, see Using the Quick Search Box to Search for a Matter or Contact
  2. While viewing the contact record, click the Accounting tab.
  3. In the Account statement preferences section, toggle Send account statement emails to on.
    TIP: You may have some important clients you don't want to include when sending bulk account statements. For these clients, toggle this option to Off
  4. Under Account statement email, choose one of the following options:
    • Use primary email: Select this option to send account statements to the primary address entered for the contact. 
    • Use different emails: Select this option to send statements to a specific email address. To send statements to multiple addresses, enter them in the field, and separate each address with a comma. 
  5. Click Save to save your changes.

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