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Create & download individual statements and in bulk

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.

Statements can be downloaded and printed or if email addresses have been added to Contacts, statements can be sent out via email


Create & download statements for an individual contact

Click on the Contacts icon in the toolbar:


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


Click Compose Statement Message


Select the Date Range and the Message Template


Select Edit Message to make changes.


Click Save and Download PDF. This will download a PDF of the Contact’s statement onto your computer where you can open the PDF and Print.


Create & download statements in bulk

Click on the Contacts icon in the toolbar


Choose Bulk Download Statements from the Tools dropdown menu:


Select the Activity Account, the Date Range, and check the boxes to Show only contacts with non-zero Amount Due and Show only contacts that DO NOT have an email address.


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


Click Edit Statement Message to choose a template and prepare the statement message.


Once the statement message has been created, click Save and Download PDF. This will download a PDF of each Contact’s statement onto your computer where you can open the PDF and Print them.

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4 responses to “Create & download individual statements and in bulk”

  1. Can the program generate mailing labels for statements . . or are statements created with a an address block designed for a “window” envelope ?

    • Hello Kim,
      Thank you for the question, MoneyMinder does not generate mailing labels. For mailing checks, MoneyMinder recommends Windowed Envelopes… the Costco CEO5BS windowed envelopes work with the Quickbooks, one page per check, check on top format (no lines) checks. As far as statements, we recently added an indent when you are creating your statements to help place the address for windowed envelopes. Because you can edit the statements, our best practice tip is to print out a test and then you can make adjustments from there. Please let us know if we can help you further with this or with anything else.
      Warm regards,
      Julie

      • Thanks Julie. Almost there but just curious if the statement address can indeed be positioned to display in the same location and check address you mentioned . . guess I’m actually asking if the same window envelope can be used for both. We are a small HOA and do indeed snail-mail mail our statements. Looking to keep the process as simple as possible.
        Thanks

        • Good morning Kim,

          Because there is so much editing capability that can be done with statements we don’t say that the envelope recommended for check mailings will work with your statements. Our recommendation would be to do some tests and see if your template will work for you.

          Warm regards, Julie

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