More control, more variety — choose your email template for statements

If you send monthly/quarterly statements by email, this may interest you.

Prior to now, you needed an email template, specifically named “send_statement_link.” Now, you’ll see a drop-down box, that lets you choose your email template for statements.

choose your email template for statements

This may be useful in a couple of circumstances, such as:

If you want to distinguish the statement email by monthly vs quarterly, or

If you send category-specific statements by email, and you want the content to be relevant to that category.

If you’re interested in some of the previous developments in regard to statements, feel free to peruse these articles:

New Option to Suppress Detail on Statements

The ShalomCloud statements, by default, show amounts charged, amounts credited, the balance, AND the individual payments that sum to the amounts credited.

If you (or your audience), find that listing the individual payments are clutter, or are confusing, you now have the option to suppress that detail. Here’s a before-and-after snippet:

Default, in effect today:

And, then, if you wish to choose this new option:

If you prefer the second format, here’s how to make that change:

  • Go to Home -> Declare synagogue options
  • Scroll down, until you see an option to Suppress detail on statements
  • Select the radio button, Suppress detail
  • Submit

It’s hopefully a “set-and-forget” option, rather than a choice you’d need to make every statement run.

Here’s a video showing the above in action.