Statements

Statements

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This article is part of the Client Payments section.
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Statements are the best way to provide your clients with an up to date overview of their account.
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Transactions that have been excluded will not appear on client statements.

Sending Statements to Multiple Clients

You can print and email client statements in bulk.

To do this:
  1. Select Tools from the main toolbar at the top of the screen.



  2. Choose Reprint Statements from the menu. This will open the Reprint Statements screen.



  3. Select a Statement Start Date and Statement End Date.



  4. Click Search for Clients, or use the Client Name and Client Account Number fields to find the clients you want to send statements to.





Idea
Enter a partial account number to search for all clients in a development.



  1. Filter the client list by Current (default), Archived (exited) or All.

  2. You can also increase or decrease the number of clients returned by the search.



  3. You can also click Get Clients From Account Number CSV to import a .csv file containing client account numbers. This will automatically match account numbers to clients and select the matched clients in the grid.



  4. When you have selected the clients you want to send statements to, click Print/Send. 



    You will see an error if you try to proceed without selecting any clients.



  5. If the clients you select have no data for the period you have chosen, you will see a warning.



  6. A pop-up will confirm how many print and email statements will be sent. Click Yes to proceed.



  7. You can track progress with the progress bar at the bottom of the screen.



  8. Once the process has completed, a pop-up will confirm how many statements were sent successfully. Click OK to dismiss.

  9. The reports screen will then open to allow you to print locally or send to an external printing provider. See Printing Externally for more details.

Sending Statements to a Single Client

You can also send statements on a client-by-client basis directly from the client account.

To do this:
  1. Navigate to the Clients tab and locate the client in the grid.

  2. Double click, or click Amend, to open the account.

  3. Select the Transaction Activity tab.

  4. Right click anywhere in the grid and choose Email Statement or PDF Statement.



  5. Next, enter the date range for the statement and click Submit.



  6. If you are sending an email. a pop-up will ask you to confirm the date range is correct. Click Yes to proceed.



  7. If you selected PDF Statement, the document will open in a new window and you can print directly from here.


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