Family Account Statements

To send the family account statement,

Click the radio button in family account statement from Select Statement Type list in Account Statement Batch Email Page 1.
Click Next, Account Statement Batch Email Page 2 will be displayed:

Account Statement Batch Email Page 2

Note: In From and To date will automatically display the date as per the selection of dates in Dates.Except for Custom Date and Current Period.

Select the status of family from Family Status list.
Select the type of balance from Balance Type list.
Select whether to print the voided items in the statement.
Enter the notes in Enter Notes to be displayed on the Statement. The maximum character can be entered is 250.
Click Submit, select contacts to email page 1 will be displayed.To return to the main menu page click Cancel.

Select Contacts To Email Page 1

Select the specific families else select the check box of Sel to select all the families. Its mandatory to select at least a family from the list.
Click Continue, Compose Message and Send Page 4 will be displayed where user can compose the mail and send to the selected families. Click Cancel to return back to the Account Statement Batch Email Page 1 .

Compose Message and Send Page 4

Enter the subject of the email in Subject.
Enter the message to be sent in Message and select the necessary formatting options from the available list.
Click the check box of Restore original reminder message text to restore the email.
Click Review , Review Message Page 2 will be displayed to review the message .To return back to the Select Contacts To Email Page click Cancel.

Review Message Page 2

To review the email, click Review Attachment.The File Download window will be displayed,Click Open to open the PDF file. To save the file click Save. To close the window, click Cancel
Click Send,the email will be sent to the selected families.The success message will be displayed.To go back to the Compose Message and Send Page 4 click Cancel.