- Go to the Families (menu) > Family Reports > Statements - Email.
- Use the Family/Account Search Criteria to select the families whose statements you want to email. If you leave all the criteria blank (with Enroll Status = Currently Enrolled), you will get a complete list of enrolled families. You can narrow down the selection:
- Select Single Family Account with the option to select one or more students when you check off Email Statement by Student(s) and select the students from the drop-down list.
- Select Families Enrolled in Class (search for a specific class).
- Select Families Enrolled with Instructor (select an instructor from the drop-down list).
- Use Transaction Search to narrow down the types and dates of transactions you want to appear on the statement.
- Use the Format Options section to create the 'look' of the statement by selecting which family and transaction information to include. Logo, header, and footer settings are also customized here.
- If you regularly use the same Statement Header and/or Footer, you can create defaults in
Gear (icon) > Settings > General > Statements (left menu). If you need to change the default for one set of statements only, you can edit the header/footer while on the Statements - Email screen.
- If you regularly use the same Statement Header and/or Footer, you can create defaults in
- Define reply and blind-copy email addresses in the Email Information section of the Format Options. A Reply To Address is required. An email subject and header can also be added here.
- Click Preview Email Statements List button (top left). This is a preview only. No emails are sent until you click Send Emails.
- Review the statement list. Note that families/accounts that have no home email address listed under the contact that has Billing Contact=Yes will display but with no checkbox to send.
- Click the View link to review specific statements.
- Click the Delete link to delete a specific statement.
- Determine which statements to email by either selecting Check All Rows or checking specific family/account checkboxes.
- Click Send Emails to email the statements.
- When email statements have been completed, a pop-up window will indicate Finished. Sent x email(s). Click OK.
Create Favorites for frequently used statement settings. See Favorites - Save Your Report Criteria Selections for instructions.
Sample Email Statement
Save this as a frequently used report! Click the Heart iconnext to a report name, the heart will change to red
and the report will be listed under the Reports menu > My Reports for quick and easy access!