Mass Email Selected Statements

You can email several statements as an email attachment.

1. Click Accounting using the left-hand navigation menu.
   
   
   
   
2. Click on the Invoices tab to see a list of your system's invoices.
   
   
   
   
3. Click the Send Statements button on the invoice screen to display the Create Statements window.
   
4. Filter the statements that you wish to send by using the filter options in the upper left portion of the Create Statements window.
5. Use the Template field drop-down menu to choose a template that has been created in the Settings> All Settings menu.
6. Use the Display menu to choose whether you want to only send Past Due Invoices or Full Transaction History.
7. Select the Include Alternate Payment Statement checkbox to hide regular invoices associated with a payment plan, and show the payment plan statement on the footer of the statement. 
8. Select the Include Invoice Line Items checkbox if you want your statements to include Line Items.
   
   
9. Click the checkmark next to the statement that you want to send in the Statement Results window. 
   Note: You can select all filtered statements by clicking the checkmark in the column header.
   
10. Scroll to the bottom of the page where you will find the Email Selected Statements section.
    1. Here is where you will complete the requested email information to send with your statements.
    2. Click the Send Statement button to email your selected statements.