Merge pull request #1253 from theley502/patch-12

Update how-to-email-customer-statements.md

Author: lucciz01

support/dynamics/gp/how-to-email-customer-statements.md

@@ -1,9 +1,9 @@
 ---
 title: Email Receivables Management customer statements
 description: Introduces the options for sending customer statements in Microsoft Dynamics GP.
-ms.reviewer: 
-ms.topic: troubleshooting
-ms.date: 06/22/2022
+ms.reviewer: theley 
+ms.topic: how-to
+ms.date: 09/04/2023
 ---
 # How to email Receivables Management customer statements in Microsoft Dynamics GP
 
@@ -12,52 +12,51 @@ _Original KB number:_   4100822
 
 There are two ways to send customer statements in current versions of Microsoft Dynamics GP:
 
-## Option 1 - Word Templates (using the new Word Template functionality)
+## Option 1 - Use the [Word Template functionality](/dynamics-gp/installation/word-templates)
 
-### General questions and answers
+#### General questions and answers
 
-Q1: Which Microsoft Dynamics GP versions does this apply to?
+- Q1: Which Microsoft Dynamics GP versions does this functionality apply to?
 
-A1: Microsoft Dynamics GP 2013 RTM (recommend R2) and later versions.
+  A1: Microsoft Dynamics GP 2015 or a later version.
 
-Q2: Is Adobe PDF Writer required?
+- Q2: Is Adobe PDF Writer required?  
 
-A2: No.
+  A2: No.
 
-Q3: Can I edit the Subject line of the email message?
+- Q3: Can I edit the Subject line of the email message? 
 
-A3: Yes (in the E-mail Message Setup).
+  A3: Yes, you can edit it in the E-mail Message Setup.
 
-Q4: Can I edit the body of the email message?
+- Q4: Can I edit the body of the email message? 
 
-A4: Yes (in the E-mail Message Setup).
+  A4: Yes, you can edit it in the E-mail Message Setup.
 
-Q5: How do I set this up?
+- Q5: How do I set up?
 
-A5: Setup documents are outlined in the [GP2013_Finanicals.zip](https://mbs2.microsoft.com/fileexchange/?fileID=cdf1a9bd-bfe1-4223-8b8c-be4e2dc41817) file under Receivables. Additional enhancements are outlined in [Microsoft Dynamics GP 2013 R2 - Email Document New Features](https://community.dynamics.com/blogs/post/?postid=f3603488-0ed1-4e86-8722-332f9199361c).
+  A5: The setup documents are outlined in the [GP2013_Finanicals.zip](https://mbs2.microsoft.com/fileexchange/?fileID=cdf1a9bd-bfe1-4223-8b8c-be4e2dc41817) file under Receivables. Additional enhancements are outlined in [Microsoft Dynamics GP 2013 R2 - Email Document New Features](https://community.dynamics.com/blogs/post/?postid=f3603488-0ed1-4e86-8722-332f9199361c).
 
-## Option 2 - Microsoft Dynamics GP functionality (using original Dynamics GP functionality)
+## Option 2 - Use the original Microsoft Dynamics GP functionality
 
-You can email customer statements as HTML, PDF, XPS and DOCX in Microsoft Dynamics GP. However, Adobe PDF Writer is required to be able to send the statement in PDF format using the Microsoft Dynamics GP way.
+> [!IMPORTANT]
+> This option doesn't work with the [Multi-factor Authentication (MFA) required for Dynamics GP email](/dynamics-gp/installation/email-troubleshooting-guide#mfa---multi-factor-authentication-modern-authentication).
 
-### General questions and answers
+You can send customer statements in HTML, PDF, XPS, and DOCX formats in Microsoft Dynamics GP. However, Adobe PDF Writer is required to send the statement in PDF format using the Microsoft Dynamics GP method.
 
-Q1: Which Dynamics GP versions does this apply to?
+#### General questions and answers
 
-A1: All GP versions (past and current).
+- Q1: Is Adobe PDF Writer required?  
 
-Q2: Is Adobe PDF Writer required?
+  A1: Yes, if you want to send customer statements in PDF format. No, if you want to send customer statements in TXT format.
 
-A2: Yes, if you want to send in PDF format. No, if you want to send in TXT format.
+- Q2: Can I edit the Subject line of the email message?
 
-Q3: Can I edit the Subject line of the email message?
+  A2: Yes. You can edit it in the **E-mail Options** tab of the **Print Receivables Statements** window.
 
-A3: Yes (in **E-mail Options** tab in the **Print Receivables Statements** window).
+- Q3: Can I edit the body of the email message?
 
-Q4: Can I edit the body of the email message?
+  A3: No.
 
-A4: No.
+- Q4: How do I set up this email functionality?
 
-Q5: How do I set up this email functionality?
-
-A5: For the setup steps, see [Use e-mail messages to send letters, statements, and invoices to customers in Microsoft Dynamics GP](use-e-mail-messages-send-letters-statements.md).
+  A4: For the setup steps, see [Use e-mail messages to send letters, statements, and invoices to customers in Microsoft Dynamics GP](use-e-mail-messages-send-letters-statements.md).