Create & Print Statements

Click on the Contacts icon in the toolbar:
To PRINT or save PDFs 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 print 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 & Download PDF.

4 Comments

  1. Kim DuFour

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

    1. Julie Rice

      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

      1. Kim DuFour

        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

        1. Julie Rice

          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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