Quick Guide: Sending Bulk Statements Checklist

Overview

This article provides a quick checklist guide to send statements in bulk after generating invoices. 

Not all steps need to be completed each time (e.g. messaging may not need updating if generic).

A printable checklist is attached.

How To Video

Setup Guide

TABLE OF CONTENTS

• Overview
• How To Video
• Setup Guide
  • Before You Start
  • Checklist: How to Send Statements in Bulk

Before You Start

Invoicing needs to have been generated. Sending Statements is optional. Families can see their balances and invoices in the SimplyPortal app (customer portal) when configured.

For assistance in generating invoices, refer to: How To: Generate Lesson Invoices (bulk invoicing)

Checklist: How to Send Statements in Bulk

This guides assumes knowledge of how to complete each step. Only a brief prompt is provided here.

Step 1. Update messaging (if required)

Administration → Edit Message Templates → Edit Email (Statement Email)

Configuration → Receipt Messages

Step 2. Send Statements (if required)

Administration → Send Bulk Statements by E-Mail.

If sending to all active families, no selections need to be made.

Last updated 22 June 2026