Statements by Email

We now have the ability to send statements by email.

Button to send statements by email.

Taking our cue from banks and brokerages, we’ve opted not to send the actual statement by email. Instead, we send a rather long link that, when selected, takes the congregant directly into that family’s statement.

There are a few very simple setup steps:

  • Make an email template named send_statement_link.  This is an ordinary email template–so that you can insert pictures, and other customized language. The only requirement is that the template contain, in squiggly braces, the phrase {magic_link}.
  • When you go to produce the statements by email, you may choose to send the links to only certain roles, such as Parent or Adult. And, as with letter statements, you can select specific billing statuses, and/or certain family attributes.
  • Do know that the system will tell you any families for whom there are no email addresses. In that case, without leaving the screen, you can print statements for those families. Then, before the next statement period, perhaps you could work on retrieving email addresses for those families lacking one.

Here’s a video that takes you through the process.