Create & Send Statements

Click on the Contacts icon in the toolbar:


To EMAIL statements, choose Bulk Download Statements from the Tools dropdown menu:


Next select parameters for your search. In this case, we’ve selected only Member Activity accounts within a particular date range (1/1/19 – 12/31/19). And we’re only looking for contacts that have a non-zero amount due and that don’t have an email address associated with their profile:


Once the parameters are set you’ll see the list of Contacts that are within range. You can Select All or choose particular individuals for whom to send statements.  


Click Edit Statement Message to prepare the message or template that you’ll send with the statement or click Cancel to discard.


Once you have created the statement message, click Save & Send.

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