Document Delivery Methods.

While not strictly part of these documents it is an area of COSTAR that allows you to define how and where each document type is delivered for each of your customers.

By default, your new clients have all the document delivery methods set to Print.

That means whether it is an Appointment, Repair Order, Credit Note or Statement the results will be sent to a printer and you will need to physically deliver these to your customers.

The Delivery methods settings (see below) can be found in Customers, Customer Maint/Inquiry, Delivery Methods.

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You will note that each Document Style has a method for the original as well as any required copies.

If you select PRT (Print) as the method you will be prompted to either specify a particular printer or to select default. This will use the default Windows printer which has the advantage that if you change your Windows default printer it changes automatically in COSTAR.

If you select Email (most common for copies of Invoices or AR Statement originals) the Primary Contact Email will be the first option in the dropdown list but you can type any email address.

These delivery methods are set up on a Customer by Customer basis and should be done at the time of creating your new AR Customer account.

You can find more details on Document Delivery Methods in the COSTAR Help file for Customer Maintenance.

If you have any queries regarding Document Delivery Methods in COSTAR, please contact the Support Desk.

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