Sending Statements by Bulk

Modified on Fri, 15 Jul, 2022 at 9:57 AM

After you have generated invoices (find out how to do this here) and/or renewed your Memberships (if utilised) and you have checked a couple of families to make sure their accounts are correct, you can send out the family account Statements in bulk.

To do this, follow these steps.

1. Click on the "Administration" tab.

2. Click on "Send Bulk Statements by Email."

3. Here you can select to filter who statements go to. Note: You will not see the Membership Type section if you do not use the Membership module.

  • "Exclude Families with a current Direct Debit agreement": tick this if you don't want to include families on Direct Debit
  • "Exclude Families with a Zero ($0.00) / Credit balance": tick this if you do not want to send statements to families who are in credit or do not owe monies (Membership module users: we recommend that you tick this box when sending out statements).
  • "Fee Calculation Template": if you want to filter one or more templates, tick the box and select the template/s. If you want to send to all, leave unticked.
  • "Membership Type": Membership users only. When sending statements only for Memberships (i.e. you have run your billing for learn to swim and you are renewing memberships at a different time), tick the box "Filter by Membership type assigned to Students" and then select ALL of your membership types in the box. If you have ticked the "exclude 0.00 / credit families" this will then only send statements to Memberships that have been renewed and have a balance owing. When you are sending out your LTS billing, it will send Memberships as well, but if you "exclude 0.00 / credit families", again it will only send to those with a balance owing.

Then click "Send now" to send out the statements. 

Last updated 15 July 2022

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