How to Create & email statements individually or in bulk

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• Create & email individual statements
• Create & email statements in bulk
• Message Center

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Once Contacts have been entered, Activity Accounts set up, and Obligations applied, statements can be sent out. This can be done individually, Contact-by-Contact, or in bulk.

If email addresses have been added to Contacts, statements can be sent out via email. Statements can also be downloaded and printed.

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Create & email individual statements

Click on the Contacts icon in the sidebar:

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Click Member Activity for the contact you want to send a statement to.

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Click Compose Statement Message

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Select the Date Range and the Message Template

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Edit Message is on the left and Preview is on the right.

In Edit Message, text can be added that will appear on statements by clicking in the body of the statement and typing out the desired text. The changes will show in Preview on the right.

Click Save and Send to email the statement to the contact.

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Note: For contacts with multiple email addresses listed, there will be an option to select any or all of them to send statements.

Note: Emails will come from the email used to log in to your MoneyMinder account. You will have the option of receiving a copy of each email to that address. Undeliverable emails will appear in your MoneyMinder Inbox.

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Create & email statements in bulk

Choose Bulk Email Statements… from the Tools drop-down menu.

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Select the Activity Account, the Date Range, and check the box to Show only contacts with non-zero Amount Due. 

Note: Only contacts with an email address will be displayed.

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Click Select All (you can deselect any contacts you don’t want to include or hold shift to select a range) 

Click Edit Statement Message to choose a template and prepare the message that will be sent with the statements.

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Once the statement message has been created, click Save & Send. Statements will be emailed to all of the contacts you’ve selected.

NOTE: Statements can be emailed to a maximum of 150 contacts at a time. Repeat the process to email statements to remaining contacts.

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Note: When emailing statements in bulk, contacts with multiple email addresses listed will be emailed to the contact’s default email.

Note: Emails will come from the email used to log in to your MoneyMinder account. You will have the option of receiving a copy of each email to that address. Undeliverable emails will appear in your MoneyMinder Inbox.

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Message Center

Contact Statements and Donation Acknowledgment Letters that have been emailed or downloaded can be viewed in the Message Center.

From there, you can:

• View when each message was sent or downloaded
• Review the content of the message
• Resend messages as needed

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To see particular messages, there are several filtering options available.

Filtering can be done by Message Type:

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By Output Type:

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By Account Type, Date, or Contact:

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Click the contact name in the list, and the message will open, allowing you to view a copy of what was emailed.

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The message can be resent from this screen by clicking the three dots on the right and choosing Resend Message from the dropdown.

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