How to Create & email statements individually or in bulk

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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 toolbar:

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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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Select Edit Message to make any changes.

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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Select All or choose particular individuals for whom to send statements.  

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.

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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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