Batch Email Statements

If the client receiving a statement has selected to receive their statements via email, you can enter the email text to send to them along with their statement. The statement will be sent as an attachment to the email as a PDF file.

The email's from address will display your email address as it is configured in your staff profile. Once it has been sent, the email will also appear in your email's sent folder or outbox.

To email a statement, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then select Print statements under Accounts Receivable.
2. Enter the following options:
   • Template and Dates
   • Select Clients
   • Client Options
   • Sort Statement Output
3. Click Generate Statements to generate statements for the criteria you selected and save your entries.
4. Review the generated statements. See Reviewing AR Statements for more information.
5. Click Send.
6. Select the destination options. See Printing or Emailing AR Statements for more information.
7. If the AR statement is being emailed, complete the email information and click Send.

Component	Description
Subject	Enter the subject for the email.
Body	Displays the text for the body of the email. You can use the formatting keys at the top of the body section to format the body of the email.
Select Paragraph	Select a paragraph from the list to add to the body of the email, if necessary.
Select Keyword	Select a keyword from the list to add to the subject or the body of the email, if necessary.
Spell Check	Click to check the spelling of the email text.

8. Click Close.