Once one or more past payments are selected, tap Actions > Payment statements.
A summary statement will be generated for each person who made one or more payments for each selected payment. You can change the payments in the statements by adjusting the Date range, the payment tags, and the selected payments.
The first drop-down menu has three options: email statements to people with a valid email or generate a printable statement for all selected people. The default option is to email the statement to people with an email and generate a printable statement for people who don’t have a valid email.
Enter a message that will be included in the statement that each person receives. The From drop-down specifies the email address from which to send the email. Use the Template drop-down to select the design template to format the email. If statements are being generated, then the email options will disappear.
Once the desired options have been selected, tap the Send & Generate button, and the statements will be generated and emailed to each person with a valid email. A link to the printable statements for people without a valid email will also appear; tap this link and print it.
Tip: Click the checkbox at the top of the list of payments to select all the currently displayed payments and display the Actions menu.
Tip: Enter an email address in the BCC field to send a copy of each email statement to that address. This can be very useful if you need to retain a copy of the emailed statements.
Tip: To test the sending of email statements, select the “Only send statements to the BCC address” option. This will only send the statements to the BCC address, not those who made the payments.
Tip: If you need to send a statement to just one person, the same options are available on the Payments tab of each person’s profile.
Example statement
