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Default Customer Print Statement Settings


Is there a way to change “All Customers” statement settings to (Print Statements)?

Best answer by MelissaB

You could use an Import Scenario to update them. You could export out your Customer list and then on your Import Scenario you would look to the Customer Id and the box to Print Statements. An example is below.

 

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2 replies

  • Jr Varsity III
  • 11 replies
  • Answer
  • January 24, 2022

You could use an Import Scenario to update them. You could export out your Customer list and then on your Import Scenario you would look to the Customer Id and the box to Print Statements. An example is below.

 


Naveen Boga
Captain II
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  • Captain II
  • 3410 replies
  • January 24, 2022

Hi, @scottz38  I would suggest the below approaches and hope that helps!

Approach 1: Since you wanted to update all the customers, you publish the below script. It is a very quick process.

Script:  Update Customer set PrintStatements= 1 where CompanyID=2

Approach 2: We can go with Import Scenario suggested by @MelissaB  

 

 


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